R. Paul Thorne, BComm, LL.B., LLM., CFP®, TEP

Education

• The London School of Economics and Political Science (LSE), Master of Laws (LLM)
• Dalhousie University - Schulich School of Law, Bachelor of Law (LL.B)
• Saint Mary’s University – Bachelor of Commerce, Finance, General (BComm)

Expertise and Skills

Paul holds his Certified Financial Planner (CFP®) designation from FP Canada. He also holds a Trust and Estate Practitioner (TEP), through The Society of Trust and Estate Practitioner’s (STEP).

Summary

Paul focuses on complex case consultation within EFPS, with special attention to Canadian business owners, trusts and estate planning. Paul uses his experience as a practicing lawyer to develop practical solutions with a goal of ensuring clients understand how to meet their objectives tax efficiently.

Prior to joining Sun Life, Paul was a practicing lawyer with a focus on estate planning, trusts, corporate structures and reorganizations.

As a complement to the services provided by Sun Life Financial advisors, Estate & Financial Planning Services (EFPS) connects clients with a planner who is highly skilled in all facets of financial planning – from investment and tax-efficient strategies to risk management tactics and wealth protection techniques. For over 60 years, EFPS has helped our clients continue to grow their wealth and preserve it for future generations.

Memberships and Associations

• Former President of the Halifax Estate Planning Council
• Member of the Nova Scotia Barrister’s Society
• Volunteer, Exam Panel, Writer/Marker with the FP Canada

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