Brady MacCoy -Advisor, Sun Life

Brady MacCoy -Advisor, Sun Life o I am a Sun Life Advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life.

I work with families, business owners, and professionals from all over Ontario to help them with building a secure financial strategy based on their needs and goals. o A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link, bit.ly/ClearConnection. o Advisors and their corporations conduct insurance business through Sun Life Financial Distributor

s (Canada) Inc. o Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

Did you know November is Financial Literacy Month? It’s a great time to teach your kids:​1. the value of money, ​2. the ...
11/02/2023

Did you know November is Financial Literacy Month? It’s a great time to teach your kids:​

1. the value of money, ​
2. the importance of saving and​
3. the impact of investing.​

10/31/2023

Today is my last day as a Sun Life Financial advisor. Thank you so much to all of you for your support these last 5 years, it’s meant the world to me! I’ve shared so many amazing experiences with clients and colleagues that will stay with me for the rest of my career, and my life.

If you have any questions or concerns about your portfolio, the lovely folks at the Sun Life customer service line will be able to assist at 1-877-786-5433 in the meantime before you’re assigned a new advisor.

Thank you all again, and I can’t wait to share my plans for the future with all of you in the coming weeks. Stay tuned, and talk soon!

💡 Do you know the difference between an RRSP and an RRIF? With an RRSP, you save for retirement and with an RRIF you tak...
10/26/2023

💡 Do you know the difference between an RRSP and an RRIF? With an RRSP, you save for retirement and with an RRIF you take income for retirement. Learn more about RRIFs here!

A registered retirement income fund (RRIF) is an investment account that pays you income during retirement. You can transfer tax-sheltered funds from your RRSPs and certain other registered Canadian accounts into a RRIF. Connect with a Sun Life advisor to find out if a RRIF is right for you.

Running your small business while juggling everything else in life isn’t easy. Keeping that business successful is even ...
10/24/2023

Running your small business while juggling everything else in life isn’t easy. Keeping that business successful is even harder. Having a plan can help you keep your goals on track - that's where I can help. Set-up a video chat today!

Here are some helpful tips when selecting a guardian for your children:​1. Ask the guardian first​3. Remember to include...
10/19/2023

Here are some helpful tips when selecting a guardian for your children:​

1. Ask the guardian first​
3. Remember to include contact information​
4. Name a back-up guardian​

Read more tips in the attached article!

Parents have many serious responsibilities. One of them is to name a guardian to raise their children in case they die prematurely. Who should do it? Here’s help making that decision.

10/17/2023

You’ve worked hard all your life, but have you thought about how you’ll leave a financial legacy? Let's sit down and create a plan together. Contact me today.

10/12/2023

As you near retirement, it’s time to start thinking about boosting your savings. That’s where I can help. Give me a call to start the conversation.

🍂 October is small business month. Let’s give credit to the hard-working small business owners in our family, community ...
10/10/2023

🍂 October is small business month. Let’s give credit to the hard-working small business owners in our family, community and country! Drop a comment below with your favourite small business!

Wishing you and your family and wonderful long weekend! Let me know how you plan to celebrate in the comments below.
10/05/2023

Wishing you and your family and wonderful long weekend! Let me know how you plan to celebrate in the comments below.

If you want your money to last for generations, you need to plan carefully. Keep your assets growing and protected from ...
10/03/2023

If you want your money to last for generations, you need to plan carefully. Keep your assets growing and protected from taxes, inflation and potential estate problems. Contact my office to discuss further.

A growing number of people, especially wealthy ones, want their money to last for more than one generation. A financial plan can help you make sure your legacy lasts. Visit sunlife.ca to learn more.

Your workplace pension plan is a great way to maximize your retirement savings. And your employer may include other bene...
09/28/2023

Your workplace pension plan is a great way to maximize your retirement savings. And your employer may include other benefits beyond its own contributions to the plan. Need advice? Let’s set up some time to make sure you are retirement ready!

Before you know it, 2023 will be over. Let's get ahead of year end planning and set up some time to go over the specific...
09/26/2023

Before you know it, 2023 will be over. Let's get ahead of year end planning and set up some time to go over the specifics.

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1 Peachwood Drive
Kingsville, ON
N9Y4G5

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Why I Became an Advisor

I’m often asked by friends, family, and clients alike why is it that I decided to start my business as a Sun Life Financial advisor, out of all things. Being born and raised in the Northern Ontario mining town of Timmins to a blue collar family who mostly worked in the local mines, I always assumed growing up that I’d follow along the same path. I attended the Mining Engineering Technology program at Cambrian College in Sudbury, but after a summer of working in the mines, I realized quickly that the mining industry just wasn’t for me. What I needed was a career that offered me meaning, independence, flexibility, and the opportunity to help others as I grew and matured both personally and professionally.

After switching my program to Business Administration, I was approached by a director at Freedom 55 Financial to see if I’d be interested in learning what it is that a financial advisor does, and to see if I’d be a good fit to be offered a business contract with them. At the time I had never even heard of a “financial advisor” before, but I figured I’d hear him out just in case it was something I’d be interested in pursuing. Always be open to learning about potential opportunities!

After he explained exactly what it is that being an advisor entails, I knew right away that this was the career path for me, and I started my business with Freedom 55 in the winter of 2016. I come from a family who has seen its fair share of cancer, heart attacks, and premature death, and I’ve seen firsthand what those events can do to a family emotionally, physically, mentally, and financially. If only an advisor had approached my family before, they would’ve known about the options available to them ahead of time before cancer or death struck, and these things happening wouldn’t have impacted our financial standing so dramatically, causing untold amounts of stress that still continue to this day.

Now that I’m an advisor, it’s my job and responsibility to make sure that my client’s financial plans are safeguarded so that if illness, disability, or death occurs, their family can rest assured that they’ll still be able to pay the bills, stay out of debt, and not have to delay their retirement for years or indefinitely, and it’s a job that I’m very passionate about and that I take very seriously.