Practice management consulting

Sun Life Global Investments is committed to empowering you with the tools you need
to help you and your clients move toward achieving your financial goals. 
We have partnered with Sun Life Consulting to develop programs
and services to deliver on this promise to advisors and firms. 

Access premier resources and comprehensive toolkits to help you plan, prepare and grow your business. Plus, take advantage
of knowledgeable coaches to help you grow your practice.

Here's how we can work together to help you grow.

Business building

Running a profitable

advisory practice


Marketing yourself

Attracting new prospects
and centres of influence


Advice and stewardship

Turning prospects into
your clients for life


Move from idea to action. Sun Life Consulting can show you how.

Contact us today to get started.

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Meet the Sun Life Consulting team

Wayne G. Miller
Head of Sun Life Consulting

Angelo Parziale
Director, Eastern Region

Alison Campbell
Director, Western Region

Helen Chow
AVP & Marketing Actuary

John Stewart
Director, Advice & Stewardship

Katie Grauer
BA Hons
Senior Manager,
Practice Management

Liz Pfohl
Senior Manager,
Advice & Stewardship

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