Practice management consulting

video thumbnail

We help. You grow.

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 service various client needs.

Here's how we can work together: 

Business building

Develop business and skillset to improve client experiences.

Learn more about Business building

Marketing yourself

Identity and share what makes you unique and how to help clients.

Learn more about Market yourself

Advice and stewardship

Build and solidify deep client relationships.

Learn more about Advice and stewardship

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.

If you do not have a dealer rep code, please enter N/A.

! This is a required field

*Mandatory fields

Meet the Sun Life Consulting team

Angelo Parziale, CFP, CIM, FEA

Director, Eastern Region

Dave Larkins, CFP, CLU, TEP

Director, Western Region

John Stewart, B.A. CFP CSP

Director, Central Region

Jillian Farrow, Hons.BA. B. Ed.

Director, Research & Development

Liz Pfohl, BBA Hons

Senior Business Development Manager

Katie Baer, BA Hons

Senior Business Development Manager

Erika Bauder, BA Hons, ADBA, CIPM

Senior Consultant, Advisor Engagement