About us

Sun Life’s roots run deep in Canada, where our company began more than 150 years ago. Today we are an industry leader touching the lives of millions of individuals and thousands of companies across the country – and many more millions of Clients around the world.

Greater Okanagan District Team Members

North & Central Okanagan Team Members


Dave Clark (Kelowna & Vernon)

Latitude Financial Services (Kelowna & Vernon)

Jonathan Henrikson (Kelowna)

Steve Kinoshita (Kelowna)

Eric Lecompte, 3LP Financial Services (Kelowna)

Lisa Liang, MKL Financial Services (Kelowna)

Kevin Look (Kelowna)

Financial Dream Solutions (Kelowna, Penticton & Osoyoos)

Jon McClenaghan, Forever Financial (Kelowna)

Mitch Orton, Arborwise Financial Solutions Inc (Kelowna)

Kristian Ouellette (Kelowna)

Nicole Prickette (Vernon)

Kristine Sales (Vernon)

Tia Sadler (Kelowna)

Chandra Thompson (Salmon Arm)

Tracey Harrison (Kelowna)

Oluwayemisi Ehi-Okuonghae (Kelowna)

Mandie Walls (Vernon)


South Okanagan Team Members

Leigh Bayley, ClearCove Financial (Penticton & Summerland)

Kyli Haugland (Penticton & Summerland)

Robert Kroeker (Penticton)

Mark Walker (Penticton)


Kootenay Team Members

Lucas Hart Financial Services (Nelson)

Rauni Naud, Assiduity Financial Solutions (Castlegar)

Robert Ogloff, Ogloff Financial Services (Grand Forks)

Tim Pettigrew, Pettigrew Financial Services (Trail)

Greater Okanagan

Phone: (250) 860-6403

Email: b071@sunlife.com

Address: 1700 Dickson Avenue, Suite 2000, Kelowna, BC, V1Y 0L5 Canada

Craig Pelletier


Job Title: District Manager

Phone: (250) 860-6403

Email: craig.pelletier@sunlife.com

Address: Kelowna, BC

Jeff Nason

Job Title: Business Development Consultant, CFP®, CHS™, CLU®, EPC

B.A.

Phone: 604-753-9356

Email: jeff.nason@sunlife.com

Samar Najjar

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.

Job Title: Business Development Partner

Phone: 236-622-0069

Email: samar.najjar@sunlife.com

Sheila Murcia

Job Title: Advisor Recruitment Consultant, B.A.

Phone: 236-334-7386

Email: sheila.murcia@sunlife.com

Interested in being an advisor?

People from various educational and professional backgrounds have found success in the advisor role. Whether it’s a career change to financial services or just a change in role there’s a bright new future under the sun waiting for you.
Apply now