Teams at Sun Life Financial, Inc.

Leads Group Retirement Services tax compliance, reporting, risk management, and regulatory interpretation. Oversees production of more than 1.6 million tax slips, tax filings, FATCA, CRS, and QI compliance, audits, controls, product tax reviews, and legislative monitoring. Partners with Finance, Legal, Compliance, IT, regulators, and industry committees. Manages a tax team of three, oversees vendors, provides training, and ensures tax processes and disclosures remain accurate and compliant.

Leads complex group benefits underwriting, including risk assessment, pricing, renewals, plan revisions, and new business opportunities. Provides financial judgment, negotiates with stakeholders, supports business development, mentors underwriters, and advances underwriting transformation through analytics, AI-enabled tools, and process improvement. Requires extensive group underwriting expertise, strong client and analytical skills, strategic influence, and French-English bilingualism.

Leads wealth management operations for a new investment dealer, including process and workflow development, operational excellence, partner servicing, stakeholder liaison, transaction processing, reconciliations, fees, account management, and platform enhancement projects. Serves as a subject matter expert, supports business operations, drives process improvement, and coordinates cross-functional technology and change initiatives while maintaining strong relationships with advisors, compliance, product teams, vendors, and other partners.