Resources

Valerie is the Director of Advanced Planning for the Estate and Financial Planning Services in the West. She collaborates with Sun Life advisors on complex opportunities and advanced planning discussions to provide strategies and solutions for their Clients’ objectives. Valerie enjoys engaging with Clients and their professional advisors to promote cohesive holistic planning and help Clients cut through the complexity of navigating their estate and financial planning.

Prior to joining Sun Life, Valerie was a tax manager at a national accounting firm, where she specialized in personal, corporate and trust & estate taxation. She also has experience supporting ultra-high net worth clients with holistic wealth and tax planning at one of the national wealth management financial institutions in Canada. Valerie was awarded the Highest mark on the Taxation of Trusts TEP exam in 2020. In addition to the CFP, CLU, FEA, and TEP designations, Valerie holds accounting designations in Canada (CPA, CA) and in the US (CPA, Washington).

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.

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.

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.