Financial Planning and Analysis

• Conduct virtual hands-on one-on-one sessions focusing on practical application of financial planning concepts.
• Organize regional training and seminars for Sun Life Advisors with a focus on regular updates of content, industry changes and best practices.
• Identify and participate in the implementation of initiatives, programs and processes to improve the financial planning capability of advisors.
• Collaborate with marketing teams to develop client-facing materials that support advisors in explaining complex financial concepts.
• Provide financial assessment and development of comprehensive financial plans through the creation of customized strategies to achieve Clients’ goals.
• Assist in the development of financial strategies to address, risk management, retirement planning, tax planning and estate planning needs.

Financial Planning Consultant

Senior Analyst, Reporting & Financial Analysis

Director, Private Fixed Income, Specialty Finance and Securitization

Manager – Canadian Operations Finance