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 service various client needs.

Here's how we can work together: 

Business building

Develop business and skillset to improve client experiences.

 

Marketing yourself

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

 

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

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

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