Resources

Title: Director of Advanced Planning

Estate & Financial Planning Services, Central/Atlantic Region

Description/Bio: Paul is the Director of Advanced Planning in Sun Life’s Estate & Financial Planning Services (EFPS) division. He focuses on complex case consultation within EFPS, with special attention to wills, trusts, estate planning, and Canadian business owners. Paul is passionate about taking these complex topics and distilling them down into practical solutions with a goal of ensuring Client’s understand how they’ll meet their goals and objectives tax efficiently.

He also heads content development for EFPS and acts as tax and legal subject-matter expert for various areas of Sun Life. Prior to joining Sun Life Financial, Paul practiced law with a focus on estate planning, trusts, corporate structures and reorganizations, and taxation. He is the former President of the Halifax Estate Planning Council and is a member of the Nova Scotia Barristers' Society. Paul has won several awards while continuing to advance his education including First place on the President’s List for highest mark on the CFP exam in Canada in November 2014 and Highest mark on the Taxation of Trusts TEP exam in 2018. He was awarded the FP Canada Fellow distinction in 2024 for his significant volunteer contributions to FP Canada’s mandate of advancing professional financial planning in Canada.

Title: Director of Advanced Planning

Estate & Financial Planning Services, Central/Atlantic Region

Description/Bio: Katelyn engages with Sun Life advisors and planners to collaborate on complex financial planning cases. With over 15 years of tax and financial planning experience, she leverages her extensive technical background to analyze the client’s situation and provide solutions to tax, estate and financial planning issues. Katelyn is passionate about educating advisors and clients on tax and financial planning concepts in clear, understandable terms, so they can improve their knowledge and confidence in their financial decisions and meet their goals.

Prior to joining Sun Life, Katelyn was a senior wealth planning consultant at a large private banking and wealth management firm, where she developed holistic, customized wealth, tax and estate planning strategies for high net worth families. Previously, she was a tax manager at a national accounting firm, where she advised business owners, farmers and their families on tax, succession and estate planning matters, implemented corporate reorganizations and completed complex personal, corporate and trust tax filings.

Katelyn is a Chartered Professional Accountant (CPA, CA) and completed the CPA Canada In-Depth Tax Course. She also holds the Trust and Estate Practitioner (TEP) and Certified Financial Planner (CFP®) designations, and placed first on the June 2018 President’s List for earning the top score nationally on the CFP® exam.

Title: Planning Director

Estate & Financial Planning Services, Central/Atlantic Region

Description/ Bio: Ellen has worked in several multi-national financial services institutions in Canada and Asia, providing comprehensive financial solutions to high net worth clients, with a variety of previous experience, includingfinancial planning, investment, insurance and trust.

Ellen is a member of the Society of Trust and Estate Practitioners and has also obtained Qualified Family Office Professional (QFOP) designation. She is bilingual, fluent in Mandarin Chinese and English.