About

I am an advisor with over 20 years of experience and can give you the insight, support and useful solutions to meet your needs and help achieve your financial and life goals. I take a holistic approach to financial planning and want to make sure your investments match your goals. At the same time, I want to ensure that an unexpected illness won’t prevent you from achieving your dreams.

Knowledge is power and I want to help you understand your options so that you can make informed choices for your future. I can help you build a holistic financial plan that helps you achieve lifetime financial security and freedom.

When I'm not in the office, I enjoy giving back to my community through volunteerism. I currently sit on the board of Kids Up Front Calgary, Sun Life Salesforce Council and the Lakeview Community Association. I also love travelling, playing golf, biking, reading or spending time with my wife Sarah and two children, Eleanor and Damien.

I proudly bring over 23 years of customer service experience and enjoy helping people create the financial future they desire. My sincere interest in this industry has helped align my work and personal goals. I am a business professional with a drive and passion for helping others both personally and professionally.

Outside of the office, I enjoy adventure and the great outdoors, preferably with a puppy in tow! Hiking, fishing, camping and anything by the water is where you will find me. I attribute my passion for people and our planet to my Newfoundland roots, which keep me grounded and excited about life.   

I am an administrative professional with an extensive background in Client service, office coordination and administrative support. I take pride in creating a welcoming experience for Clients and ensuring that details are managed with accuracy and care. I'm known for my organizational ability, reliability and clear communication. I provide steady support that helps give colleagues and Clients peace of mind, freeing them to focus on what matters most.

Away from the office, I enjoy creative, hands-on DIY projects like home improvement, pottery and gardening, as well as chipping away at a lengthy travel bucket list. My curiosity and love of learning has shaped both my personal interests and my professional approach, giving me the adaptability and practical mindset that guide my daily work.

Paul is the Director of Advanced Planning in Sun Life’s Estate & Financial Planning Services (EFPS) division. He 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 Financial, Paul practiced law with a focus on estate planning, trusts, corporate structures and reorganizations, and taxation. He is the former President of the Halifax Estate Planning Council and is a member of the Nova Scotia Barristers' Society. Paul has won several awards while continuing to advance his education including First place on the President’s List for highest mark on the CFP exam in Canada in November 2014 and Highest mark on the Taxation of Trusts TEP exam in 2018. He was awarded the FP Canada Fellow distinction in 2024 for his significant volunteer contributions to FP Canada’s mandate of advancing professional financial planning in Canada.

EFPS is an exclusive, unique service available to qualified Sunlife Clients through a Sunlife advisor

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.

EFPS is an exclusive, unique service available to qualified Sunlife Clients through a Sunlife advisor.

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.

EFPS is an exclusive, unique service available to qualified Sunlife Clients through a Sunlife advisor