Tracy Daly Sun Life Financial Advisor

Tracy Daly Sun Life Financial Advisor

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RETIRED I am a Sun Life Financial advisor. Mutual funds offered by Sun Life Financial Investment Services (Canada) Inc.

These are my personal opinions, not professional advice and they do not reflect the official position of Sun Life Financial. A Clear Connection : your relationship with Sun Life Financial bit.ly/ClearConnection
Sun Life Financial advisors are contracted with Sun Life Financial distributors (Canada Inc.)

07/24/2019

Do you have enough Life Insurance? Do your own calculation to see...

Mortgage-nothing more tragic than your family losing their home on top of loosing you!

Debts - you debts don’t disappear when you do!

Kids education-it is difficult to continue the savings plan now that you are gone. I usually budget $100,000 per child so that the surviving parent can help with education, wedding, etc.

Emergency Fund - death takes us by surprise and having $50,000 in the bank to help reorganize your life is helpful.

Income Replacement- can the surviving spouse handle all the bills on their own or would they need a little help to get back on their feet. Either for a couple of years or longer.

Final expenses - range is $10,000 - $50,000

If you are a business owner don’t forget about those debts too!

What is you number?? Do you have enough??

Give me a shout and I will give you a price - 613-567-9700 x 2277

Photos from Tracy Daly Sun Life Financial Advisor's post 11/21/2018

Scary flight but great day in Toronto for the Women in Wealth Management conference!

Tracy Daly - General testimonial 09/03/2017

I am actually finding it fun sometimes when FB reminds you of things that happened a year ago! Here is an opportunity to meet some FB friends you may know. Thank you so much to my clients both on this video and the many others I have had the pleasure of meeting and doing business with from FB. I look forward to meeting many more of you ❤️ Please reach out if you would like me to do a review with you both from an insurance and/or wealth standpoint. Stay dry! Xo

Tracy Daly - General testimonial Tracy Daly, insurance specialist and financial planner, helps people every day find insurance solutions that are right for them, their families, and their bu...

06/14/2017

Have you just had a baby? Bought a house? Have a term policy coming up for renewal? Call me/txt me or PM me for a no obligation quote for life insurance.

Think you are uninsurable? Think again ❤️

613-710-9866

06/07/2017

Have you been declined for Life Insurance? Are you difficult to insure? Do you want Life Insurance but have been unable to get it? Call me! I have a solution ❤️

08/02/2016

I love what I do and the people I help. Here is what just a few of my clients have to say...

04/26/2016

This is a really great idea and I can help you get started!

04/26/2016

This is a really smart idea and I can help you get started!

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Location

Address


333 Preston Street/Suite 800
Ottawa, ON
K1S5N4