About

Audrey joined the financial services industry after graduating from McMaster University in 1977 with a B.A. degree in economics. In the 46 years with Sun Life Financial, Audrey has achieved outstanding success as a financial advisor on life insurance and wealth.

Audrey is a Chartered Life Underwriter, a "Top of Table" Million Dollar Round Table member and a member of the National Quality Award.

In 2015, Audrey was inducted into the Sun Life Hall of Fame. She is the first female in the Company history to receive this outstanding award.

Audrey has a dedicated team of insurance and wealth advisors to provide on going services and advice to help Clients navigate through ever changing and complex financial and personal environments. They provide customized solutions to suit each individual client’s needs.

Besides the full-time job as an insurance and investment advisor, Audrey is very active in the community work. She contributes her time in promoting their services and fundraising. She has received several prestigious awards for her volunteer work. Audrey believes that volunteering provides a chance to develop meaningful relationships, build new skills and give back to the community.

Awards and memberships are based on insurance business only.

After graduating from Western University, I began my career in the financial services industry in 2009. Before joining Sun Life, my previous experience was with group benefits and estate planning. Throughout my journey, my passion continues to be educating Clients and helping guide them towards their goals. I sincerely believe everyone’s financial success lies in the power of planning. Whether it’s a simple financial review or a complex estate strategy, I can help.

I live in Richmond Hill with my wife (Louise), daughter (Claire), cat (Kaji) and dog (Nori). I enjoy spending time with my friends and family, reading and staying active (especially my annual canoe trips!). I am fluent in English and Cantonese.

I graduated from University of Toronto, majoring in Actuarial Science. My financial services career began in 1997 when I became an advisor. Shortly thereafter, I met Audrey and joined her team as her dedicated Office Manager. Since then, I’ve had the privilege to work with countless families and help build our practice. As we expanded our scope of services, I also became mutual fund licensed to better service Clients. Additionally, I mentor newer advisors and office staff to ensure they operate in an effective and compliant manner.

I live in Markham with my husband Foster and we raised two amazing children. In my free time, I enjoy watching TV series, gathering with friends and shopping with my family. I am fluent in English, Cantonese and Mandarin.

I spent four solid years at BMO Bank of Montreal focusing on financial planning and customer service. In 2022, I ventured into the insurance industry which taught me a whole new side of finance. I genuinely enjoy connecting with Clients and helping them navigate both personal and business finances. It's incredibly rewarding to be part of someone's financial journey. So, if you're ever in need of some financial guidance, I'm here to lend a hand!

I am based in Toronto living life with my husband Wei, and our little one, Cheng. Outdoorsy vibes are totally my thing—you'll find me camping with friends and family come summer and hitting the slopes for some skiing in winter. I am also fluent in both English and Mandarin.

After college graduation, I returned to Hong Kong. There, I built my career in the commercial contract sector of the semiconductor industry and the finance sector.

In 2019, I decided to relocate to Canada with my family. Since then, I obtained my Insurance license. Now, I have the privilege to join Audrey’s team to expand my work within the financial services industry.

I live in Markham and share my life with my wife, Jessica, and son, Joshua. We enjoy immersing ourselves in the natural beauty of Canada and travels to various destinations. We are also delighted to explore great food and diverse cuisines in Canada. Personally, I find great enjoyment in wine tasting and golfing with friends. I am fluent in English, Cantonese, and Mandarin.

I am a Western University Business Management & Organizational Studies graduate. I began working with Sun Life in December 2021 and joined the team March 2022. I look forward to supporting the team's day-to-day operations and enhancing my knowledge on the insurance and wealth landscape.

I was born in Scarborough and continue to live their with my family. I enjoy spending time with friends and dog (Georgie Pordgie), volunteering, and reading. I am fluent in English and am interested in learning Cantonese.