Customizing your finances

When Leigh Bayley reflects on what drives her and her team at Penticton’s ClearCove Financial Services, the Sun Life advisor comes up with a simple answer.

“We are passionate about the impact we have on real people, on families and on the communities we serve—especially here in the Okanagan,” the ClearCove president says. “Planning is not just about numbers and strategies; it’s about setting clear goals and providing peace of mind during some of life’s most exciting or challenging moments.”

A family recently shared a powerful testimonial that illustrates this point.

“What would we have done without the critical illness coverage?” the client wrote. “It would have been so stressful, even more of a nightmare than just my diagnosis. I am so incredibly grateful for you. Of all the worries we faced, money wasn’t one of them because of you. Thank you so much. I guess life can really throw anything at you, and I am just so grateful you had us prepared.”

This is why Bayley and the ClearCove team do what they do. Life can throw curveballs, and knowing that they have helped someone navigate a difficult time with financial stability makes every effort worth it. There is a tremendous satisfaction in seeing how the work they do—helping ensure people are prepared for the expected and unexpected—positively impacts the lives of clients.

Decade of growth, lifetime of service

Even though Bayley has been with Sun Life for over a decade, in many ways her journey is just beginning. She is at a unique crossroads, where she has gained the depth of knowledge and experience that come with more than 10 years in the industry but has a long runway ahead of her, with plans to work with clients for at least another 20 years. This means she will be supporting clients not only today but also well into their futures, helping to guide many of them to and through their retirements. Knowing that she will be there for the long haul adds an extra layer of trust and commitment to the relationships she builds with clients.

ClearCove: A name with meaning

The name of Bayley’s business—ClearCove Financial Services—reflects both where she comes from and how she approaches financial strategies. Although she has lived in the Okanagan for more than 10 years, she grew up in a beautiful little community called Deep Cove in North Vancouver. Nestled between the ocean and the mountains, Deep Cove has shaped her values and her outlook on life. It’s a place of natural beauty and serenity, but also a reminder that clarity and direction are crucial when navigating life’s journey.

In her teens, Bayley was a competitive rower in Deep Cove. She held the “stroke” position on the boat, which is an important role because she would set the pace for the rest of the crew to follow. She believes that is a perfect metaphor for what they do at ClearCove Financial: lead and help set the pace for clients so they can achieve their financial goals.

A family perspective

As a mom and a business owner, Bayley understands the balancing act so many clients face. While she works with many demographics such as business owners, families and retirees, she believes there is a natural connection with clients who appreciate that she understands the dynamics of family life. She cares deeply about the well-being of the families she works with, and it is important to her that their financial strategies reflect their personal needs and aspirations.

At ClearCove Financial Services, they are not just planning for the future; they are helping to guide you through life’s financial journey. Whether you’re just starting to build for the future or preparing for retirement, the team is there to lead the way so if life throws you a curveball, you can be prepared to weather the storm—and arrive at your destination with confidence.

To set up a meeting with Bayley at ClearCove Financial Services, visit the website here or send an email to leigh.bayley@sunlife.com.

If you are interested in learning more about a career with Sun Life, contact Sheila Murcia at Sheila.Murcia@sunlife.com.

This article is written by or on behalf of the sponsoring client and does not necessarily reflect the views of Castanet.