I strive to help Canadians young and old reach their financial milestones with the least amount of confusion and anxiety. Everyone should ‘tune up’ up their financial holdings. Let me help you with yours today. 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. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo . Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.
On-site · Toronto
Serve as the first point of contact by answering and directing calls, greeting visitors, and scheduling appointments for Financial Advisors. Support daily office operations by handling mail and deliveries, assisting with basic technology issues, maintaining supplies and office presentation, and helping with administrative tasks and events.