Thomas Carrozzier, CFP®, GBA*

175 Wood Valley Drive SW Calgary, Alberta T2W 5T5

As a Sun Life Financial advisor, I believe in building strong client relationships. I'll get to know you and understand your personal goals. Together, we'll build your customized plan – one with the same high level of service I'd expect for my own family. As a father of two children, I understand the desire to protect your loved ones and enjoy life. One of my greatest passions is spending time with my family.Having immigrated to Canada from Italy in 1997, I take pride in helping both new Canadians as well as those who've lived here for generations. By recommending a holistic approach, I can help you build your comprehensive plan to better manage risk, pay less tax, and build your retirement savings.

Preparing for an appointment
The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:

  • Salary or income, investments and insurance amounts
  • Pension and registered savings information
  • Assets and debts
  • Financial information for any business you own

*Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.