About

I'm Geoff Keleher, District Manager at Sun Life, and I'm passionate about driving sustainable growth and excellence across our district. My focus centers on developing talent, ensuring compliance, and enabling advisor success. I bridge leadership strategy with field execution through strategic recruitment, seamless onboarding, business development, and comprehensive performance management.

I am a Certified Financial Planner and Certified Professional Coach and hold a Bachelor of Arts from the University of Guelph. Since joining Sun Life in 2008, I've progressed through key roles including Financial Advisor, Associate Manager, Financial Centre Manager, and Business Development Consultant—experience that shapes my comprehensive understanding of our business from the ground up.

I'm driven by a passion for making a positive difference in the lives of people in our community by helping them build and protect what matters most. I'm actively involved with numerous community and charitable organizations and maintain memberships with professional associations including Advocis and Gama.

Beyond the office, I enjoy snowboarding and staying active with my two sons—it keeps me energized and connected to what's most important in life.

Sarah holds a Bachelor of Science degree from York University and has complemented her education with courses and certifications in securities, finance, economics, and accounting. She brings a wealth of leadership experience, most recently as the Chief Operating Officer of a national Canadian MGA, where she oversaw Operations, Human Resources, Finance & Accounting, IT, Contracting and Legal.

Throughout her career, Sarah has focused on building high-performing teams, enhancing the advisor experience, and driving operational excellence. Before joining the financial services industry, Sarah managed a family-owned business providing her with a well-rounded perspective on leadership, entrepreneurship, and customer service.

Outside of work, she enjoys spending time at her ranch with her family, two French bulldogs, and two horses.

Dean is a seasoned professional with 27 years in financial services, and holds a Elder Planning Counsellor Designation (EPC). His main focus is on mentoring and coaching developing advisors in building their practice and serving the communities in which they live.