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

Paul Thorne

Director, Advanced Planning at Sun Life and Director, Estate & Financial Planning Services at Sun Life, Certified Financial Planner (CFP®), Trust and Estate Practitioner (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 wills, trusts, estate planning, and Canadian business owners. Paul is passionate about taking these complex topics and distilling them down into practical solutions with a goal of ensuring Client’s understand how they’ll meet their goals and objectives tax efficiently. He also heads content development for EFPS and acts as tax and legal subject-matter expert for various areas of Sun Life.

Prior to joining Sun Life, Paul practiced law with a focus on estate planning, trusts, corporate structures and reorganizations, and taxation.

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

Awards and Recognition

2024 – FP Canada Fellow distinction for his significant volunteer contributions to FP Canada’s mandate of advancing professional financial planning in Canada.

2018 – Highest mark on the Taxation of Trusts TEP exam

November 2014 – First place on the President’s List for highest mark on the CFP exam in Canada

 Connect with Paul Thorne on LinkedIn