Resources

Name: Adelina Banks, CFP®, RRC

Title: Financial Planner

Estate & Financial Planning Services, Western Region

Description/Bio: Adelina joined Sun Life in October of 2016. Known for her strong customer service focus and a high degree of professionalism and integrity, Adelina supports our advisors by preparing comprehensive financial plans for their clients. Throughout the planning process, Adelina is committed to taking a holistic view toward helping clients reach their personal and financial goals.

In her previous role as an advisor and financial planner, she provided a full range of insurance, investment and planning services.

Adelina holds the Certified Financial Planner and Registered Retirement Consultant designations and speaks English and Portuguese.

Name: Jesse Peikoff, CFP, PFP

Title: Planning Director

Estate & Financial Planning Services, Western Region

Description/Bio: Jesse joined Sun Life in April 2022. He provides comprehensive and in-depth custom-built financial plans to support Sun Life advisors in creating strong relationships with their clients.

Prior to joining Sun Life, Jesse worked as a financial planner for a large financial institution, where he was employed for 14 years. His process includes examining investment strategies, risk management, estate maximization, retirement income planning, and the tax implications of the strategies recommended. Jesse specializes in working with farming, business owner, and high net worth clients.

Jesse holds the CFP and PFP designations, and regularly studies to stay current on advanced financial planning strategies.

Name: Roger Zhang, MBA, CFP®, PFP® , TEP

Title: Planning Director

Estate & Financial Planning Services, Western Region

Description/Bio: 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. Roger joined Estate & Financial Planning Services (“EFPS”) in June of 2021. He is accountable to support our advisors by meeting with their high net worth clients to prepare comprehensive financial plans for retirement, tax, estate, and business succession planning, as well as risk management.

Prior to joining EFPS, Roger worked with a large financial institution where he held various roles including Financial Planner, Investment & Retirement Planning, helping clients with various financial planning needs. With his years of experience at a financial institution, Roger has a strong understanding of different investment products and enjoys the problem solving aspect of being a financial planner.

Roger is fluent in both Mandarin and English and in addition to a MBA degree from Simon Fraser University, Roger holds the CFP and PFP designations.

Name: Taylor Goulden, MBA, CFP®, CLU

Title: Planning Director

Estate & Financial Planning Services, Western Region

Description/Bio: Taylor took on the Planning Director role with the Estate & Financial Planning Services team in July 2022. Prior to joining Sun Life, Taylor worked as a senior financial planner with two independent wealth management firms. She has experience providing comprehensive tax, estate, and financial planning advice to business owners and high net worth individuals. With this background, Taylor takes pride in helping affluent Canadians meet their own retirement goals while leaving lasting legacies to their families and organizations close to heart.

Taylor has obtained the CFP and CLU designations to build on her knowledge of advanced planning strategies and has also completed her MBA from Thompson Rivers University.

Name: Grant Brooks, CFP®, CLU

Title: Planning Director

Estate & Financial Planning Services, Western Region

Description/Bio: Grant joined Sun Life in September 2022 as a Planning Director with the Estate & Financial Planning Services team. Grant creates integrated retirement, tax, and estate planning that delivers on Client goals through the implementation of advanced planning strategies for our high net worth Clients. He helps them to focus on key factors, make decisions, and implement the most impactful strategies. Grant helps Clients shift their emphasis from retirement goals to dreams of family legacy and philanthropy.

Prior to joining Sun Life, Grant has worked with high net worth and ultra high net worth Clients since 2004 at a major financial institution, a leading independent wealth management firm, and as an independent advisor. In these roles, he developed expertise working with business owners, incorporated professionals, and executives.

Having achieved both the CFP and CLU designations, Grant is always pursuing further education and regular informational updates to provide Clients with the best wealth planning experience.