About

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

CJ has been a Sun Life advisor since 1990, following a career as a lecturer in economic administration and financial management in India. He holds the following designations:

• CERTIFIED FINANCIAL PLANNER® (CFP®)
• Chartered Life Underwriter (CLU®)
• Chartered Financial Consultant (CH.F.C.)
• Certified Health Insurance Specialist (CHS™)

CJ is the past president and the Professional Development Chair of the Financial Advisors Association of Canada's (Advocis) greater Vancouver chapter. Advocis is an association dedicated to enhancing the professionalism of financial advisors in the best interests of the consumer. CJ is also the past president of the New Westminster Chapter of Advocis.

Education and community involvement are important to CJ He completed a master's degree in Commerce in India and a Bachelor's degree in Business in Phoenix, Arizona. CJ was previously a member of the Institute of Corporate Directors (ICD) and a current member of the Surrey Board of Trade. CJ served as a board director on Provincial Health Services Authority (PHSA) from 2009 to 2015. He also served as a commissioner on Delta's Park, Recreation and Culture Commission from 2012 to 2015. CJ regularly appears on print, radio and television shows and speaks on issues related to financial planning, politics and community related issues. CJ has an open and up-front approach to business, delivered in a professional and caring manner. CJ is married with three children.

Gail has been with Sun Life Financial for 12 years. She started as an assistant and over the years received her life insurance license and mutual fund license. Now, she’s an Associate Advisor and oversees running the office as well as being the compliance officer. 

Gail’s experience includes working with companies such as ICBC, the RCMP, Roman Catholic Diocese of Calgary and TELUS Communications. These experiences gave her invaluable knowledge that is vital to our team today.

Gail is married and has three children.

Anchal is new to the team. She has newly arrived in Canada from India where she was a bank manager. She is excited to work with such an established company as Sun Llife.