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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.

Enter your information and your Sun Life Global Investments Wealth Sales representative will contact you within two business days.

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Meet the Sun Life Consulting team

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

Angelo Parziale
CFP, CIM
Director, Eastern Region

Alison Campbell
Bcom
Director, Western Region

Helen Chow
B Sc. FSA
AVP & Marketing Actuary

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

Katie Grauer
BA Hons
Senior Manager,
Practice Management

Liz Pfohl
BBA
Senior Manager,
Advice & Stewardship

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