Resources

Valerie is a Sun Life EFPS consultant and works in partnership with Douglas Stroud.

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.

Adelina is a Sun Life EFPS consultant and works in partnership with Douglas Stroud.

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.

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.

Jessica is a Sun Life EFPS consultant and works in partnership with Douglas Stroud.

Jessica provides leadership and direction for our team of financial planning professionals in the Western region.

Jessica started her career at a public accounting firm where she practiced for over 10 years and held senior

management positions specializing in taxation. Prior to joining Sun Life in March of 2020, Jessica worked with high

net worth families and business owners in a senior financial planning role with a large financial institution in their

wealth management practice.

In addition to the CFP designation, Jessica holds accounting designations in both Canada (CPA, CA) and in the US

(CPA (Washington)).

Jesse is a Sun Life EFPS consultant and works in partnership with Douglas Stroud.

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.

Roger is a Sun Life EFPS consultant and works in partnership with Douglas Stroud.

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.

Grant is a Sun Life EFPS consultant and works in partnership with Douglas Stroud.

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.