Éric La Charité

A knowledgeable and analytical resource for your complex cases

Éric La Charité, LL.B, M.Fisc, Pl.Fin, TEP
Director, Advanced Planning - Montréal

1155 Metcalfe
Montreal (Quebec) H3B 2V9
Office: 514-866-2554
Toll free: 1-800-561-6411 option 2, 1, then 4
Fax: 514-866-1186
Email: eric.lacharite@sunlife.com

Éric brings a wealth of industry knowledge to Sun Life - as a financial planner, an advanced case consultant, and a senior manager with many years of experience in the taxation department of two international accounting firms. He can help insurance advisors focus on solving customer problems.

Based in Montreal, Éric provides technical know-how and offers assistance with advanced case preparation. His extensive experience enables him to bring clarity to complex tax concepts, ensuring that all details of the proposed strategy meet the client's objectives.

Éric earned a Bachelor of Laws degree from the University of Montreal, a Masters in Taxation from the University of Sherbrooke, and is a Member of the Quebec Bar. He also has a Financial Planner designation. He completed the "Wealth Preservation Tax Course" and parts I, II and III of the "In-Depth Tax Course" of the Canadian Institute of Chartered Accountants.

He's a member of the Association de planification fiscale et financière (APFF), the Canadian Tax Foundation (CTF), the Institut Québécois de Planification Financière (« IQPF »), the Conference for the Advanced Life Underwriting (CALU), the Society of Trust and Estate Practitioners (STEP) and of the Canadian Association of Gift Planners (CAGP).

Éric's proud to be part of Sun Life's team of professionals who help advisors grow their business.