Sun Life Financial’s roots run deep in Canada, where our company began more than 150 years ago. Our business started with the sale of insurance and has expanded to offer wealth solutions and customized health programs to our clients.
I am a Certified Financial Planner, Chartered Life Underwriter and Certified Health Specialist. My 10 year experience and qualifications allow me to work closely with my clients to design specialized plans for retirement, inter-generational wealth transfer and estate planning, business succession planning, etc.
No matter how big or small your goals may be, I will work closely with you and your family to achieve them. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future.
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