Telling the truth about money in a way that you can understand.

Headshot of Michael McCaffrey

Michael McCaffrey, CLU®

Advisor, Sun Life
Partner, Izzio Financial Solutions Inc

Life doesn’t always go as planned. Protecting your family from life’s uncertainties is no accident. That is exactly why Mike McCaffrey became a Sun Life advisor.

As a dedicated volunteer soccer coach and referee, Mike understands the power of teamwork. He supports Clients with informed decision-making and establishes meaningful connections to uncover individual goals.

With Mike’s tailored guidance for every stage of life as a Chartered Life Underwriter (CLU®), you can feel confident in managing your money today to enjoy the same lifestyle tomorrow.

Waterloo Office

Learn more about Mike

You Can Expect

Relational Focus

Putting your story first to work on your behalf.

Relevant Advice

Finally, trusted guidance that specifically applies to your individual circumstances.

Adaptability

Certified and experienced to help you navigate the complexities of your finances at all stages.

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Man in a green sweater holding a smartphone and smiling indoors.

“More than 80% of Canadians say the financial world is becoming exponentially more confusing” (newswire.ca)

Skip the confusion. It’s time you establish a meaningful financial strategy.

The Izzio Financial process

Make informed decisions easily at all life stages with
Izzio Financial Solutions.

Let’s talk

Let’s sit down in person or virtually to learn about you.

Let’s launch

Let’s build, clarify and begin your personalized financial strategy.

Let’s stay connected

Let’s continue to adapt your financial strategy to navigate life's changes.

Get connected