Resources
Tools and calculators
Retirement savings calculator
What you get: An assessment of whether you’re saving enough to retire when and how you want.
Life insurance calculator
What you get: An estimate of the amount of coverage you need to protect those who depend on you
Budget calculator
What you get: An understanding of your income and expenses and a budget you can return to and update as your needs change.
Partners
Valerie Chan, CPA, CA, CPA (Washington), TEP, FEA, CFP® Director of Advanced Planning
Estate & Financial Planning Services, Western Region
Valerie is an experienced financial planner and accountant. During her time as a tax manager, she specialized in
personal, corporate and trust & estate taxation. She also
has experience supporting ultra-high net worth private
banking clients with wealth and tax planning.
In addition to the CFP and TEP designations, Valerie holds
accounting designations in Canada (CPA, CA) and in the US
(CPA, Washington) and recently obtained her FEA designation.
Valerie is particularly interested in helping Clients
reach their financial goals through tax efficiencies and estate
enhancement.
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.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.