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
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.
Roger Zhang, CFP®, PFP®
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 Brooks, CFP®, CLU
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.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.