Resources
Tools and calculators
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.
Annuity calculator
What you get: An estimate of your guaranteed retirement income with an annuity.
CPP/QPP calculator
What you get: An estimate of your pension income at different starting ages
Partners
R. Paul Thorne, B. Comm., LL.B., LL.M., CFP®, TEP
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.
Ellen Li, MA, CFP®, TEP, CLU, CFDS®
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.
Billy Liao, CFP®, CLU®
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.
Sam Kalalian, CPA, CGA, CFP
Regional Director, Estate & Financial Planning Services, Central/Atlantic Region
Sameh (Sam) Kalalian is an energetic leader that inspires and motivates others through a culture of continuous support, development, and coaching. Sam provides leadership to a team of formidable financial planning professionals situated in Central and Atlantic Region. Prior to joining Sun Life, Sam was Senior Total Wealth Planner at a large wealth management firm working with high net worth and ultra high net worth clients.
Sam has extensive experience in field of Accounting, Tax and Finance through an accomplished career working with various big 4 accounting firms and the CRA. Sam is a firm believer of providing a one- team based approach for holistic wealth planning.
Sam holds the Chartered Professional Accountant (CPA), Certified General Accountant (CGA), Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designation.
Sam is graduate of the Bachelor of Business Administration program at Brock University.
Notary partner we work with
Our professional notary service specializes in assisting individuals and businesses with their financial document needs. We offer convenient, efficient notarization for a wide range of financial paperwork, including loan agreements, mortgage documents, power of attorney forms, and affidavits. Our experienced notaries are well-versed in the legal requirements for financial transactions, ensuring that your documents are properly executed and legally binding. We understand the time-sensitive nature of many financial matters, so we pride ourselves on our quick turnaround and flexible scheduling options. Whether you're refinancing your home, setting up a trust, or handling business contracts, our notary service provides the crucial verification needed to complete your transaction with confidence. We also offer mobile notary services for those unable to visit our office, bringing our expertise directly to you. Trust us to handle your financial document notarization needs with professionalism, accuracy, and discretion, helping you navigate important financial decisions with ease and peace of mind.
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