Resources
Tools and calculators
Life insurance calculator
What you get: An estimate of the amount of coverage you need to protect those who depend on you
Budget calculator
What you get: An understanding of your income and expenses and a budget you can return to and update as your needs change.
CPP/QPP calculator
What you get: An estimate of your pension income at different starting ages
Retirement savings calculator
What you get: An assessment of whether you’re saving enough to retire when and how you want.
Partners
Regional Director Estate & Financial Planning Services, Western Region
Jessica Chou, BCom (Hons), CPA, CA, CPA (Washington), CFP®
Jessica is a Sun Life EFPS consultant and work in partnership with Assiduity Financial Solutions Inc.
As a complement to the services provided by Sun Life Financial advisors, Estate & Financial Planning Services (EFPS) connects clients with a planner who is highly skilled in all facets of financial planning – from investment and tax-efficient strategies to risk management tactics and wealth protection techniques. For over 60 years, EFPS has helped our clients continue to grow their wealth and preserve it for future generations.
Jessica provides leadership and direction for our team of financial planning professionals in the Western region. Jessica started her career at a public accounting firm where she practiced for over 10 years and held senior management positions specializing in taxation. Prior to joining Sun Life in March of 2020, Jessica worked with high net worth families and business owners in a senior financial planning role with a large financial institution in their wealth management practice.
In addition to the CFP and FEA designations, Jessica holds accounting designations in both Canada (CPA, CA) and in the US (CPA (Washington)).
Director of Advanced Planning Estate & Financial Planning Services, Western Region
Valerie Chan, CPA, CA, CPA (Washington), TEP, FEA, CLU, CFP®
Valerie is a Sun Life EFPS consultant and work in partnership with Assiduity Financial Solutions Inc.
Valerie is the Director of Advanced Planning for the Estate and Financial Planning Services in the West. She collaborates with Sun Life advisors on complex opportunities and advanced planning discussions to provide strategies and solutions for their Clients’ objectives. Valerie enjoys engaging with Clients and their professional advisors to promote cohesive holistic planning and help Clients cut through the complexity of navigating their estate and financial planning.
Prior to joining Sun Life, Valerie was a tax manager at a national accounting firm, where she specialized in personal, corporate and trust & estate taxation. She also has experience supporting ultra-high net worth clients with holistic wealth and tax planning at one of the national wealth management financial institutions in Canada. Valerie was awarded the Highest mark on the Taxation of Trusts TEP exam in 2020. In addition to the CFP, CLU, FEA, and TEP designations, Valerie holds accounting designations in Canada (CPA, CA) and in the US (CPA, Washington).
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