About

Jeff Nason has been in the financial services industry for over 10 years and specializes in working with advisors and their clients on implementing financial solutions tailored to their situations. Jeff entered the industry as an IIROC broker selling individual stocks and bonds to clients. He then moved to a Sales Manager role where he was responsible for recruiting, training, MFDA trade review, and joint field work with advisors. Most recently prior to rejoining Sun Life Jeff has been a large case life insurance wholesaler supporting advisors across all distribution channels and their clients in positioning, understanding, and implementing complex life insurance solutions. Jeff works extensively with corporate owners, their accountants, and lawyers to identify potential gaps in their current plans and provide a roadmap for closing those gaps. He has a deep understanding of competitive wealth and insurance products. Jeff has been a speaker at many industry events including the national Advocis school in Kelowna. He volunteers his time with Financial Planning Canada, Junior Achievement of BC, and Scouts Canada. Jeff holds his Honours Bachelor of Arts from the University of Toronto, his EPC, CHS, CLU, MFA-P and is a Certified Financial Planner (CFP). Outside of work, you can find Jeff camping, canoeing, hiking, and travelling with his family.

Samar is a dynamic leader specializing in business development, recruitment, and coaching. With over a decade of experience in the financial services industry, Currently serving as a Business Development Partner at Sun Life, Samar plays a pivotal role in driving growth by attracting and developing top talent while fostering a culture of success. Prior to this role, Samar worked as an Advisor at Sun Life and previously at TD Bank, where she provided high-level financial solutions to clients. Over eight years at TD, she progressed into leadership roles such as Assistant Branch Manager and Manager of Customer Experience, excelling in team coaching, performance optimisation, and client satisfaction. With a Bachelor’s degree in Business Management from The Open University and certifications from the Canadian Securities Institute, Samar brings a strong foundation in planning, investments, and compliance. Her expertise in high-pressure situations, customer satisfaction, and mentorship makes them a valuable asset in the financial services industry. Passionate about professional development and team success, Samar continues to build strong networks and drive results in her current role.