About

I began my career in financial services because of a love of helping my friends with their finances. This has expanded as I have taken the time to get designations. I have the Certified Divorce Financial Analyst designation and the Certified Executors Advisor designation.

Serving as an advisor since 2011, I specialize in assisting Clients with:

• personal and corporate wealth building strategies,
• insurance protection strategies and
• retirement planning.

I work tirelessly to provide Clients with the knowledge, guidance and motivation to help them fulfill their plans. I give Clients peace of mind, because they know that I will help them take care of their family and future.

Outside of work, I volunteer with Spirit of The North Healthcare Foundation, Hospice and numberous other local causes. When I’m not busy with these associations I spend time on the lake, running, biking, skiing and snowmobiling.

Damita Dai is a Certified Financial Planner with over 10 years of experience in the financial services and investment industry. Before joining Sun Life, Damita spent more than a decade with one of Canada’s largest independent investment product providers, developing extensive institutional investment and wealth management experience.

As a wealth specialist, Damita focuses on helping business owners, professionals, and affluent families build, preserve, and transition their wealth. Her areas of specialization include family wealth and legacy building, corporate tax planning, asset extraction strategies, wealth management, and alternative investment and risk management strategies.

Damita holds the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Responsible Investment Specialist (RIS) designations, underscoring her depth of knowledge in financial planning, investment management, and responsible investing.

Damita works closely with business owners and families to develop integrated strategies that connect their personal, corporate, and investment goals—helping them make the most of the wealth they have built while creating a thoughtful plan for its long-term preservation and transfer to future generations.

Her approach is grounded in understanding the full picture first, then developing practical, personalized strategies designed to help Clients build wealth, optimize their financial structures, protect what they have built, and create a lasting family legacy

Ryan McEachen is a financial planner with Sun Life who is committed to helping individuals, families, and business owners make confident financial decisions through comprehensive, personalized advice. He believes successful financial planning starts with understanding what matters most to the people he serves and building lasting relationships based on trust, clarity, and personalized guidance.

He brings more than 20 years of experience in the financial services industry, helping individuals and families navigate every stage of life—from building wealth to planning for retirement, preserving their legacy, and protecting what matters most. Before joining Sun Life, Ryan spent nearly two decades in investment and wealth management, earning a reputation for trusted advice and exceptional client service.

Ryan’s professional credentials include the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Life Underwriter (CLU) designations. He believes financial planning is as much about education as it is about advice, taking the time to explain strategies in practical terms so people can make informed decisions with confidence. His expertise includes financial, retirement, investment, tax, estate, and insurance planning

Outside of work, Ryan enjoys spending time with his two sons, exploring the outdoors, coaching youth hockey, and playing in the local men’s league. Deeply rooted in Prince George, he is proud to raise his family here and build lasting relationships within the community

With 16 years of experience in the financial industry, Susan brings a wealth of knowledge to our team. Having previously managed a significant practice at another firm, she understands the importance of efficiency, accuracy, and most importantly, building strong Client relationships.

Known for her incredible compassion and empathy, Susan ensures that every Client who walks through our doors feels heard, valued, and supported. Her warm personality and caring nature make her an essential part of our team—she’s even been known to offer a comforting hug when needed!

Outside of work, Susan enjoys spending time with her large family, camping, and making special memories with her grandchildren

As our licensed assistant, Jeff is the friendly voice reaching out to book your annual reviews and assist with general inquiries. He plays a key role in ensuring Clients stay on track with their financial roadmaps by keeping appointments organized and running smoothly.

Jeff recently completed his life insurance licensing. His long-term goal is to work directly with Clients, guiding them through applications and managing their wealth accounts.

Outside of work, Jeff has a full and busy life with his beautiful wife, Ashley, and their six children. Living on Tabor Lake in Prince George, his free time is dedicated to family—because with six kids, there isn’t time for much else!