About

We are thrilled to announce that we’re transitioning our wealth management practice from Sun Life’s mutual fund dealer, Sun Life Financial Investment Services (Canada) Inc. to Sun Life’s investment dealer, Sun Life Canada Securities Inc.!  

Sun Life Canada Securities Inc. delivers an elevated wealth management experience and is backed by Sun Life’s 155+ years of insurance and wealth solutions. Our deep-rooted expertise and commitment to innovation ensures Clients will have access to personalized service and sophisticated investment strategies, support to grow, protect and enhance financial wellbeing. This change allows us to offer a wider range of products and services to provide enhanced financial roadmaps and better meet Client’s needs.

During this transition period, there may be some temporary changes to the types of advice we can provide. If you want to know more about Sun Life Canada Securities Inc., please visit: http://sunlife.ca/investmentdealer. 

As an advisor and the founder of Services Financiers et d’Assurances John Wallace Inc., I am passionate about helping Clients build, protect, and grow their wealth so they can enjoy life with confidence and provide lasting security for their loved ones.

With over three decades of experience in the financial sector, I specialize in wealth-building strategies and retirement planning for both individuals and businesses. I am committed to delivering holistic, forward-thinking solutions tailored to each Client’s unique goals and circumstances.

Continuous learning is a core part of my professional approach, and I regularly attend industry conferences to stay at the forefront of financial strategies and best practices.

Outside of work, John enjoys spending time reading, golfing and home renovations.

Job Title: Sun Life Advisor

Languages spoken: English, French

With over 15 years experience in the financial service industry Michelle came to Services Financiers et D'Assurances John Wallace Inc with the goal of making a more meaningful impact on the people that she interacts with.

Gifted with the skills of problem solving, and communication, Michelle sees everyday as a learning opportunity and works directly with Clients to ensure they feel understood.

Michelle strives walk alongside Clients and simplify the complex financial landscape to ensure they feel secure in their decision making and confident in reaching their goals.

Outside of work, Michelle loves nature and spending time outdoors skiing, hiking, and camping.

Job Title: Associate Advisor, Sun Life

Languages spoken: English, French, Spanish