Sun Life Guaranteed Investment Funds (GIFs) - Effective April 24, 2023, the Deferred Sales Charge (DSC) option and Low Load (LL) Sales Charge option will no longer be available for new purchases. Switching from a fund previously purchased under DSC or LL Sales Charge options to other DSC or LL funds, will continue to be permitted.

Practice management consulting

We help. You grow.

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Building a secure financial future in a world of permanent uncertainty has never been harder. But our unwavering commitment to helping investors build wealth and manage risk, is why Canadians have increasingly embraced our products and services.

We have partnered with the practice management team at Sun Life Consulting to develop programs and services that can help advisors strengthen client relationships and grow their business.

Here's how we can work together to help advisors and clients plan, prepare and grow:

Business building

Leverage proven practices of leading advisors to assist with business development and to improve client experiences.

Marketing yourself

Identity and share distinct characteristics to help stand out and leave a lasting impression.

Advice and stewardship

Build and solidify deep client relationships.

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

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Wayne G. Miller
BMATH, ASA, ACIA
Head of Sun Life Consulting

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Angelo Parziale
CFP, CIM
Director, Eastern Region

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Alison Campbell
Bcom
Director, Western Region

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John Stewart
B.A. CFP
Director, Advice & Stewardship

220x220-katie-grauer

Katie Grauer
BA Hons
Senior Manager,
Practice Management

220x220-liz-pfohl

Liz Pfohl
BBA
Senior Manager,
Advice & Stewardship

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