Address:
2139 Springfield Road Kelowna, British Columbia V1Y 7X1
Languages:
English
Phone:
250-860-6403
Email:

As a wife, mother and full-time professional, I know it can be difficult to manage priorities. But as a Sun Life Financial advisor, I also know the importance of building savings and having adequate insurance protection. I'll work closely with you to fully understand your specific needs and goals. Together, we'll create a clear picture of where you are now and where you would like to be in the future. Then I'll help you select from a wide range of products to match your needs. With regular reviews, we'll monitor your progress to help make sure you stay on track. You can achieve financial security and leave the financial legacy you envision. Let's get started.

Preparing for an appointment
The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:

  • Salary or income, investments and insurance amounts
  • Pension and registered savings information
  • Assets and debts
  • Financial information for any business you own

*Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.