About

Craig Pelletier is the District Manager for Sun Life’s Greater Okanagan district, based in Kelowna, British Columbia. With nearly 24 years of experience at Sun Life, he has held various leadership roles across the country, culminating in his current position since December 2019.

Pelletier is deeply committed to fostering a client-focused and collaborative environment. He played a role in the development of Sun Life’s flagship office in Kelowna’s Landmark 7 building, which opened in October 2023. Designed to enhance flexibility, connectivity, and meaningful client engagement, the space reflects Sun Life's vision for modern financial services client engagement.

Believing in the interconnectedness of physical, mental, and financial well-being, Pelletier emphasizes the importance of holistic financial advice. He advocates for regular consultations with advisors to help clients achieve lifetime financial security and healthier lives.

Outside of work, you can find Craig hiking, e-biking, boating, and travelling with his family.

For those interested in exploring career opportunities with Sun Life in the Okanagan region, Pelletier encourages reaching out via email at craig.pelletier@sunlife.com.

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.

Sheila is a seasoned Advisor Recruitment Consultant at Sun Life with over 17 years of experience in the finance industry. Her career journey at Sun Life has taken her through multiple progressing roles- from working directly with clients as an advisor, onboarding new advisors and staff, to becoming a key player in advisor recruitment. This diverse background gives her a unique and valuable perspective on the qualities needed for success in today’s advisory landscape. She takes pride in helping build advisory teams that reflect Sun Life’s values and client-first philosophy.

Sheila holds a Bachelor of Arts in Communication Arts from the University of Santo Tomas in Manila, Philippines. She also completed a Business Management Certificate at Simon Fraser University in British Columbia, further enhancing her leadership and strategic skills.

Outside of work, she enjoys travelling, reading and spending time with her two active frenchies, Rosie and Jack. Whether she’s exploring new places or enjoying time at home, she brings curiosity, warmth and energy to all she does.