Resources

Director of Advanced Planning

Estate & Financial Planning Services, Central/Atlantic Region

Paul is the Director of Advanced Planning in Sun Life’s Estate & Financial Planning Services (EFPS) division. He focuses on complex case consultation within EFPS, with special attention to wills, trusts, estate planning, and Canadian business owners. Paul is passionate about taking these complex topics and distilling them down into practical solutions with a goal of ensuring Client’s understand how they’ll meet their goals and objectives tax efficiently.

He also heads content development for EFPS and acts as tax and legal subject-matter expert for various areas of Sun Life. Prior to joining Sun Life Financial, Paul practiced law with a focus on estate planning, trusts, corporate structures and reorganizations, and taxation. He is the former President of the Halifax Estate Planning Council and is a member of the Nova Scotia Barristers' Society. Paul has won several awards while continuing to advance his education including First place on the President’s List for highest mark on the CFP exam in Canada in November 2014 and Highest mark on the Taxation of Trusts TEP exam in 2018. He was awarded the FP Canada Fellow distinction in 2024 for his significant volunteer contributions to FP Canada’s mandate of advancing professional financial planning in Canada.

Planning Director

Estate & Financial Planning Services, Central/Atlantic Region

Ellen has worked in several multi-national financial services institutions in Canada and Asia, providing comprehensive financial solutions to high net worth clients, with a variety of previous experience, including financial planning, investment, insurance and trust.

Ellen is a member of the Society of Trust and Estate Practitioners and has also obtained Qualified Family Office Professional (QFOP) designation. She is bilingual, fluent in Mandarin Chinese and English.

Financial Planner

Billy began his career in financial services as an associate and financial advisor roles specializing in insurance and investment planning for young families and professionals. Billy joined Sun Life in 2017 as a financial services consultant assisting group member with their workplace pension and benefits where he was continuously recognized for his excellence in Client engagement.

As an award-winning advisor in sales and Client experience recognition, Billy understands the needs of his Clients and continues to shares his passion in financial planning to help others to Live Life Confidently. Billy holds the CFP® designation as a strong advocate for financial planning and believes in the importance of continuous education. He is bilingual, fluent in Mandarin and English.