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Willowbank Financial Services Inc.

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

Languages spoken: Cantonese, English, Mandarin

Phone: (647) 255-8135

Email: jane.mcmillan@sunlife.com

Address: 2 St. Clair Avenue West, 18/F, Toronto, ON, M4V 1L5 Canada

Jane McMillan

As a Financial Planner for over nine years, I recognize your plan needs to evolve as your life changes. I build custom plans to help Clients meet their goals, no matter what life-stage they're in. I often find fulfillment in helping Clients achieve lifetime financial security and live healthier lives.

I'm married with two grown up children. I enjoy yoga, golfing and travelling. 

Job Title: Advisor, Sun Life, CFP®

Email: jane.mcmillan@sunlife.com

Address: Toronto, ON

Jinyu (Kim) Huang

In my role as Associate Advisor, I am focused on Client support, market research and in depth analysis. I am very passionate about investments and seeing Clients achieve goals and objectives.

I'm a dog person with a German Shepherd and a Cocker Spaniel. In my free time, you’ll often find me fishing in the summers and skiing during the winters.

Job Title: Associate Advisor, Sun Life

Honglei (Helen) Shi

As a Client of Jane, I had firsthand experience into how Jane helped Clients. Now working with Jane as her assistant, I help the team by providing administrative and general office support. I strive to provide Clients with a superior level of service and I am fluent in Mandarin, English and French.

I currently reside in Montreal and is an art lover and an avid reader with a genuine passion for classic literature. 

Job Title: Advisor Assistant, Sun Life

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