About

With over 15 years of experience as a Financial Planner, Dave Giles is dedicated to helping Clients reach their financial goals with the support of his brilliant team at Sun Life. Dave’s passion for all things finance began early in life when he recognized the importance of having a solid financial plan. As a father, he became even more committed to helping others understand the financial implications of unexpected life events. This personal connection fuels his drive to provide Clients with the knowledge they need to achieve financial independence and security. Outside of work, you’ll likely find Dave coaching his son’s hockey team to victory or enjoying family time with his wife and daughter—whether that’s on a daily run, at the golf course, or at dance class.

Karissa is often the first friendly team member Clients encounter and has been a valued part of our team since 2012. With both insurance and investment licenses, along with obtaining her Financial Planning designation in 2015, she’s well-equipped to tackle anything that comes her way. When there's a problem to solve, Karissa is the go-to person. She’s known for her swift, professional, and always pleasant service. Outside of work, Karissa is a passionate traveler, having been to more than 25 countries in the past decade. In 2024, she welcomed her first child and is excited to start introducing him to the wonders of the world.

Jonathan is a dedicated Associate Advisor with a passion for investment planning and protection. He focuses on strategies tailored to families and young professionals. Before joining our team in early 2020, he honed his experience as an Advisor at Sun Life for two years. With a background rooted in education (thanks to a parent in the field) Jonathan has a strong belief in the power of financial literacy and is committed to helping Clients truly understand every facet of their financial roadmap. Holding both his insurance and investment licenses, Jonathan is fully equipped to guide Clients toward their financial goals. When he's not crunching numbers, you’ll likely find him training in Mixed Martial Arts or going on hikes with his rescue dog. 

Tucker joined our team as an Associate Advisor in 2024, and brings with him a wealth of experience and a strong commitment to Client success. With both his insurance and investment licenses as well as his Qualified Associate Financial Planner certification, he’s well-equipped to navigate the complexities of financial planning. In his time working with us, he has developed a particular experience in working with homebuyers and real estate investors. His approach to insurance is anything but one-size-fits-all and he’s passionate about crafting personalized plans that meet each client’s unique needs. Tucker’s ultimate goal is for every Client to leave a meeting feeling empowered and confident about their financial future. When he’s not helping Clients build their financial legacies, he’s likely at the golf course, hitting the ski slopes, or catching up on the Formula One season. 

Kim Stade has been an integral part of our team since 2020, bringing with her decades of experience. Her career began in 1987, working alongside retired advisor Howard Fergusson at Mutual Life, which later became Clarica and then Sun Life. Over the years, Kim has earned her insurance agent’s license, mutual fund registration, and several prestigious designations, including Certified Financial Planner, Chartered Life Underwriter, and Certified Health Insurance Specialist. With her wealth of knowledge, you can always trust Kim to offer professional guidance. When she’s not helping Clients, you can find her exploring local cuisine, enjoying a Jays game, or unwinding with a good book at home.

Kate Burke joined our team in 2022 and has quickly become a key member of our Client Service team. As a dedicated and adaptable Administrative Assistant, she approaches each task with a keen understanding that every Client and situation is unique. Kate is committed to delivering top-notch, timely service tailored to meet individual needs. Outside of work, she’s an avid hockey player, currently training for her first half marathon, and always has the best TV show recommendations for your next binge-worthy series. 

Alyssa is the newest member of our team and joined us in 2025. A motivated and hardworking administrative professional, she brings a strong background in office management and a passion for providing top-notch service. She looks forward to expanding her financial qualifications to help better serve Clients in the future. Outside of the office, she can often be found cheering on her kids at hockey games or enjoying some quality time near the water.