About us

We’re dedicated to your success. Browse through our bios to learn more about us. We can’t wait to get to know you.

We are J.Sun Financial Solutions

Our professional team conducts thorough financial analyses to help clients develop personalized plans, to achieve insurance and wealth success.

Please scroll down for a better understanding of the depth and breadth of our team.

J.Sun Financial Solutions 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.

Jian Sun

I take great pride in my career path at Sun Life. I joined as a Service Assistant before moving up to an Associate Advisor role. From there, I became a Sun Life Advisor and Financial Planner. I have always been passionate about this world of finance. I am an active member of the Million Dollar Round Table and Advocis.

I began my career in Montreal, Quebec, and I have also grown and expanded my services to the Greater Toronto Area as well. As a result, I am servicing Clients across both provinces so I can continue to provide the best client experience for every individual, regardless of their location. I love sharing my knowledge with Clients and learning from them in return. I look forward to every new challenge so I can help more Clients across all avenues. I am also actively expanding my team, with an office and team member based in Toronto as well.

In my free time, I enjoy spending time with friends and family. I am an avid traveller, and deeply enjoy visiting new countries and experiencing the local cultures. I have also been actively practicing meditation since the start of my career. I greatly value work-life balance and maintaining a healthy personal energy.

Awards and memberships are based on insurance business only.

Job Title: Financial Planner, Sun Life, CFA, CLU®, F. Pl.

Email: jian.sun1@sunlife.com

Wenwen Song

After obtaining a Master’s degree in Economics in France, my work experience in both China and Canada has given me a wealth of background in the banking and finance sector, making me a professional financial practitioner. I have extensive experience in client relations, account management, retirement planning, and investments. I'm passionate about helping clients achieve their financial goals through tailored solutions and proactive guidance. With a keen eye for detail and a commitment to excellence, I provide outstanding service and support to ensure long-term financial success for my clients.

When not taking care of Clients, I am someone who loves travelling and exploring new destinations with my friends and family. I have a strong passion for art, music and all types of physical activity from the gym to extreme sports. I believe my passion and confidence aid me to achieve great success in my role.

Job Title: Service Associate, Sun Life | Client Investment Administrator for J.Sun Financial Solutions Inc.

Email: wenwen.song@sunlife.com

Zhen Chen

In my role as Operations Manager, I bring years of team management experience to J.Sun Financial Solutions. I enjoy making a difference in people’s lives and supporting our team as we do that.

Outside of work, I enjoy listening to music, watching soccer (go Liverpool!) and travelling in my big RV. My family and I love travelling in the RV travel throughout North America.

Job Title: Advisor Assistant, Sun Life | Operations Manager for J.Sun Financial Solutions Inc.

Email: zhen.chen@sunlife.com

Yen Chen

As an administrative assistant at J.Sun Financial, I promptly address Client queries and concerns, manage Client documentation, and ensure the team is continuously improving our services based on Client feedback. I take pride in being able to provide them with the support and assistance they need.

I have a deep passion for art and creativity. After work, you could find me in different museums and art gallery. Art positively influences my work as an administrative person. It allows me to approach tasks with a fresh perspective and find innovative solutions to challenges.

Job Title: Advisor Assistant, Sun Life

Email: yen.chen@sunlife.com

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.