Resources

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.

Ben focuses on complex case consultation with EFPS, primarily dealing with Ultra High Net worth / High Net worth clients, Professionals and Small Business Owners with a focus on areas of retirement, estate, tax and business succession planning. Ben has been working within the wealth management industry for over 18 years with a large Financial Institution and has held several positions as an advisor, a planning specialist and business practise management coach. With an accounting background, Ben brings a wealth of knowledge and experience in Retirement Planning, Tax Planning, Estate Planning and Investment planning.