About

My role as district director is to ensure the development and effective management of the district while ensuring that services are provided efficiently and meet the needs of the community. A focus on sustained and inclusive growth contributes to sustainable development and well-being in our district.

As District Director, I am deeply passionate about creating an environment where every individual has the opportunity to thrive and develop professionally. My 10 years of experience as an advisor, my financial planner designation since 2009, and director since 2008, reflect my strong commitment to generating a positive impact.

I am convinced that our success is based on the exceptional talents and skills of our team. We are always looking for passionate, dynamic people who are ready to make a difference. If you are ready to take on new challenges, work in a dynamic environment, and contribute to the growth of our district, we would be delighted to meet you.

Started in the financial services industry in January 2001 as a financial security advisor and mutual fund representative at Financière Liberté 55 until June 2007. I obtained my Financial Planner diploma in September 2004 and my Certified Life Underwriter (CLU) designation in June 2007.

Having completed the securities course in December 2007, I joined TD Waterhouse Financial Planning as a Financial Planner and investment advisor. Subsequently, I joined Sun Life's Montreal downtown financial centre as sales director. From January 2011 to April 2020, I was a Professional Development Training Specialist with the role of developing training materials including wealth management and training advisors and directors.

Since April 2020, I have accepted the role of Business Development Consultant for the Greater Montreal region.

With over 13 years of experience in the financial sector, including 12 years at Canada Life, I have successively held the positions of Financial Security Advisor, General Manager of the Mauricie/Centre-du-Québec Financial Centre, and Regional Executive Consultant. My career has enabled me to develop a strong business acumen and professional approach founded on creativity, innovation, accountability, and autonomy. Action-oriented and proactive, I have demonstrated the ability to navigate change and propose solutions tailored to organizational challenges in management, leadership, and sustainable growth.

Holding an MBA in Management from UQTR and a Bachelor's degree in Business Administration and Management, I stand out for: - My ability to lead and support change management projects - My expertise in employee retention and talent development - My sharp analytical skills, ensuring sustainable performance and informed decision-making

Looking forward to collaborating with you!

In 2021, I started in financial services as a financial security advisor at IA Financial Group where my exceptional performance earned me recognition on several occasions.

In February 2025, I accepted to join the Sun Life management team, Montreal North-East district, for the position of Business Development Partner where my role consists of supporting and helping young advisors build their business and accomplish their mission of helping people in their community achieve better financial security in a healthy and sustainable way and, in turn, help the company achieve its objectives and maintain its trusted brand.

Holder of a bachelor's degree in legal sciences and several diplomas in management, the most recent of which is a Master's Pro 2 in GSE.

Having put all my knowledge to work for several international organizations and United Nations agencies, I possess a wide range of knowledge and experience allowing me to fully play my role and especially face the challenges of the era.

Always in pursuit of knowledge, I am in the process of acquiring new knowledge in order to be the inspiring woman I dream of being, to influence more young people, men and women, to become Sun Life advisors.

Mohamed Jelassi is a Business Development Partner at Sun Life, where he leverages his strategic expertise, professional rigor, and keen sense of governance to support the sustainable growth of advisors and partner organizations. Holding a Master's degree in Communication and a solid academic background, he combines strategic communication with operational excellence.

Recognized for his ability to rapidly analyze complex environments, he supports teams in optimizing their practices, improving compliance, and achieving measurable results.

With a career marked by training, skills development, and support for financial sector professionals, Mohamed excels in building trusting relationships and aligning business objectives with real ground-level needs. His approach is based on listening, strategic clarity, and the constant pursuit of operational excellence.

Committed to the evolution of the profession, he actively contributes to governance and public protection initiatives within sector bodies, notably as:

• Member of the advisory committee on representatives' practices (AMF)
• Member of the steering committee for the project: Economic Dynamics of Immigrant Persons in Quebec (INRS & CSF)

His leadership, combined with a modern vision of business development, makes him a key player in supporting innovation, growth, and the quality of service offered to clients.

Audrey-Anne has been working at Sun Life since 2015. She began her career in the call center before moving into various leadership roles across multiple departments. She is now the Resource Team Lead for the Quebec West district. Outside of work, she enjoys golfing, collecting vinyl records, cooking, and traveling.

For 27 years, I have been living a rewarding professional journey at Sun Life, a path that began in 1999 with La Mutuelle. My career first took me to the Laval financial center, where I worked for 16 years, before continuing my commitment at the Blainville financial center, where I have been contributing with passion for the past 11 years.

What defines me above all is my team spirit. Collaboration, sharing ideas, mutual support, and celebrating collective successes are at the heart of my daily work. I strongly believe that success is built together, and it is precisely this dynamic that fuels my motivation and gives meaning to my work.

Beyond my professional life, sports play an important role in my life and energize me every day.

I joined Sun Life in 2018 as an Advisor Assistant, a role that allowed me to develop a strong understanding of the services offered by Sun Life and the needs of clients. In 2022, I expanded my role by also taking on occasional temporary assignments at the Blainville and Terrebonne financial centers, which gave me a broader perspective on operations and allowed me to develop my versatility.

In 2023, building on this diverse experience, I was permanently hired as Financial Center administrator at the Terrebonne Financial Center. My experience as an Advisor Assistant proved to be a valuable asset in this new role, enabling me to bring a deeper understanding of advisors’ needs and to contribute effectively to daily operations, now at the Blainville Financial Center.

Financial Center administrator at Sun Life for the past three years, she is a committed and dedicated employee. Holding a university degree and with over ten years of experience in customer service, she brings strong communication skills, great attention to detail, and a customer-focused approach to all aspects of her work.

Outside the office, she enjoys spending quality time with her family and reading. These personal interests fuel her constant desire for learning and development, both professionally and personally

I have successively held positions as HR Analyst and Commerce Business Controller. As an analyst, I supported decision-making through performance indicator analysis and process optimization. Subsequently, as Commerce Business Controller, I contributed to budget management, variance analysis, and profitability monitoring, thereby developing my skills in management accounting and financial analysis.

Beyond my accounting studies at UEH, I hold certifications in Financial Accounting from Harvard Business School Online and in Revenue Margin Growth. I am currently pursuing FMVA certification in financial modeling.

I am honored to join Sun Life and enthusiastic about actively contributing to the performance of the Rouyn-Noranda Financial Centre with commitment and professionalism, in order to satisfy our clients and partners.