Contributors
Josep Iglesies-Grau
Cardiologist, Assistant Clinical Professor at Université de Montréal, Member of the Researcher Assembly at the Montreal Heart Institute Research Centre
Dr. Josep Iglesies‑Grau is a Catalan cardiologist who has been working at the Montreal Heart Institute since January 2024.
He was appointed Assistant Clinical Professor in the Department of Medicine at Université de Montréal. He is also a member of the Researcher Assembly of the Montreal Heart Institute Research Centre.
Liane Goulet is the Director, Health Insurance Product Management at Sun Life. She has been a professional in the financial services industry for over 25 years. Her experience includes underwriting, training, product management and development. She is also bilingual in English and French.
Catherine Malone
Director, Insurance Solutions Enablement at Sun Life
Catherine Malone is the Director of Insurance Solutions Enablement at Sun Life. She leads the Insurance Solutions Centre of Excellence at Sun Life. Catherine has over 25 years of experience in the financial services industry, with a focus on life insurance, and is pursuing her Certified Financial Planner (CFP®) designation.
Paul Thorne
Director of Advanced Planning | Estate & Financial Planning Services
Paul Thorne is the Director of Advanced Planning in Sun Life’s Estate & Financial Planning Services (EFPS).
He focuses on complex case consultation within EFPS, with special attention to wills, trusts, estate planning, and Canadian business owners. He was awarded the FP Canada Fellow distinction in 2024 for his significant volunteer contributions to FP Canada’s mandate of advancing professional financial planning in Canada.
Jean Turcotte
Director, Tax, Insurance, and Wealth Management Solutions Group at Sun Life
Jean Turcotte is a highly accomplished professional in the fields of tax planning, financial and estate planning, wealth protection, and asset management. With an extensive educational background in law, business administration, and taxation, Jean currently serves as the Director of the Tax, Insurance, and Wealth Management Solutions Group at Sun Life Financial. His expertise and contributions to the industry have earned him recognition as a top trainer and expert witness in insurance and wealth management.
Amir Pourzakikhani
Director of Tax and Insurance Planning at Sun Life
Amir Pourzakikhani is a seasoned tax professional with over a decade of experience in accounting and taxation. With a strong educational background from the University of Toronto and University of Waterloo, Amir’s expertise lies in tax planning for companies, shareholders, owner-managers, and high net-worth individuals.
Our team strives to consistently update our product pages and articles to make sure any information we present remains relevant. Any updated content has been time-stamped on the webpage to reflect its changes.