About

With years of experience in the financial services industry, our team is ready to help you take the next step in your journey. Let’s assess your current situation as well as your future goals. Together, we’ll create a strong roadmap that will allow you to feel confident in your future. Regardless of your unique situation, we can help. Contact our office to get started.

Originally from Beijing, Jeffrey subsequently studied in London before completing his bachelor's degree in Industrial Relations and Psychology at McGill University, in Montreal. Now an experienced financial security advisor, he sits on the Sun Life Advisory Council in Canada. On a financial level, Jeffrey is passionate about complex cases and everything related to tax optimization. On a regular basis, he supports immigrant families in their succession strategy as well as business owners who want to protect their business as much as their employees.

 

Financial security advisor, group insurance and group annuity plans advisor and Financial planner, Solutions financières Unisson inc., Financial services firm, distributor authorized by Sun Life Assurance Company of Canada and firm partner with Sun Life Financial Distributors (Canada) Inc.†

*Mutual funds representative, Sun Life Financial Investments Services (Canada) Inc.†, Firm in group-savings-plan brokerage

†Subsidiaries of Sun Life Assurance Company of Canada

Arriving from France in 2010 with an Engineering degree in Food Processing, Julien is a proud active member of the Montreal LGBT community and an avid traveller. Among others, he supports newcomers, young graduates and self-employed workers to help them relieve financial stress. His mission? Collaborating with you to understand your situation and your projects, help you plan your savings, protect those savings against unforeseeable events and financially prepare your future in order to reach your goals and keep your options open.

Since 2020, Julien has the title of "Responsible Investments Specialist" (RIS).

 

Financial security advisor and group insurance and group annuity plans advisor, Solutions financières Unisson inc., Financial services firm, distributor authorized by Sun Life Assurance Company of Canada and firm partner with Sun Life Financial Distributors (Canada) Inc.†

*Mutual funds representative, Sun Life Financial Investments Services (Canada) Inc.†, Firm in group-savings-plan brokerage

†Subsidiaries of Sun Life Assurance Company of Canada

With years of experience in the insurance industry and especially within the Chinese community, Shan Shan is the newest addition to the Unison team.

Financial security advisor, Solutions financières Unisson inc., Financial services firm, distributor authorized by Sun Life Assurance Company of Canada and firm partner with Sun Life Financial Distributors (Canada) Inc.†

†Subsidiaries of Sun Life Assurance Company of Canada