Holly has a desire to help others build their own business. She loves being a trusted source of information and working with advisors to help solve complex cases.
After graduating from the University of Alberta with a Bachelor of Commerce, Holly became an advisor herself and spent a number of years providing comprehensive insurance and risk protection solutions as part of an independent group of financial advisors. This practical sales experience gives her insight to the needs of both advisors and clients.
In addition to being a licensed advisor, Holly is also a Certified Financial Planner® (CFP), Chartered Life Underwriter® (CLU) and Certified Health Specialist (CHS). In 2011, Holly became a member of Conference for Advanced Life Underwriting (CALU), where she continues to expand her knowledge of tax and legal matters pertaining to the insurance industry.
Providing support in the areas of advanced life insurance markets, critical illness and long-term care sales, Holly has maintained her entrepreneurial spirit and channels her energy in assisting independent advisors.
Holly's proud to be part of Sun Life Financial's team of professionals who help advisors grow their business.