About

I am a Business Development Partner at Sun Life North Toronto District. My expertise lies in helping individuals to establish their business as a new and developing Advisors and to grow with Sun Life. My commitment to excellence has earned me and my team recognitions along the way. Leading a cohort of new and developing Advisors, I’m dedicated to make positive impact on both advisors’ and Clients’ life. With a focus on financial roadmap, we’ve been a trusted team where I pride myself on building lasting relationships with our Advisors and Clients, understanding their needs, and providing tailored solutions. Before joining Sun Life, I have acquired a bachelor degree in Arts and a master degree in Finance both at McGill University. After two years working as advisor, I stepped on to the management role since 2023 and currently working towards CFP designation.

I am a Business Development Partner who is results-driven and dedicated to helping new and developing advisors achieve key milestones through trusted relationships. Fluent in English, Mandarin, and Cantonese, I bridge cultural gaps to effectively serve diverse Clients and Advisors.

With an Honours Bachelor of Arts in Economics and City Studies from the University of Toronto, I built a strong foundation in financial principles and analytical thinking. After several years in the financial services industry, I joined Sun Life as an Advisor in 2024, bringing a proactive approach to business development. By leveraging tools like Salesforce and OnePlan, fostering strategic partnerships, and mentoring Advisors, I help drive collective success.

Committed to lifelong learning, I continuously pursue professional development to stay ahead in the industry. My goal is to empower Advisors and Clients, ensuring their financial roadmaps are clear, achievable, and aligned with their aspirations.

I am a Business Development Consultant who is highly motivated with 9 years experience working in financial industry in different leading companies.

After completing the Bachelor degree in China, I ventured to Canada to pursue my Master degree in Saint Mary’s University at Halifax, NS. After the graduation in Fall 2015, I began my career at CIBC and then had the privilege of joining Sun Life in February 2018. I helped people achieving lifetime financial security together with a healthier life. During the period as Advisor, I achieved multiple milestones and awards. In December 2019, I was appointed as Business Development Parter. After 3 years of dedication and success as a BDP, I moved up to be a Business Development Consultant in December 2022, start supporting the experienced advisors at North Toronto District.

I have a Bachelor Degree in Economics, and a Master Degree in Finance. Currently pursuing CFA and CFP designations.

I am a Business Development Partner at Sun Life North Toronto District. I studied Marketing and Sales in my country and immigrated to Canada in 2001. In April 2004, I joined Sun Life as Advisor and became a Sales Manager in 2008. As hobbies, in addition to the water sports, like Dragon Boat, Kayak, diving, I enjoy walking and cycling as well.