Kitty is Regional Sales Director for British Columbia and is based in the Western Regional Office. She supports Sun Life Financial's expanding wholesale market share, and is committed to providing additional coverage across all product lines to Managing General Agents (MGAs) and National Accounts.
Kitty has extensive experience in insurance and investments, having previously worked as a financial planner's associate and as a marketing service representative for a major insurer. She joined Sun Life Financial in January 2008 as Regional Coordinator, Western Canada and quickly demonstrated her value to our distribution partners though excellent analytical case support.
Kitty's focus on service excellence, along with strong problem-solving skills and expertise in life insurance and living benefits is invaluable in helping advisors develop client solutions. She is a persuasive and effective communicator and is also fluent in Cantonese.
Educated at Simon Fraser University and the British Columbia Institute of Technology, Kitty is currently in the process of working towards a degree in Commerce. She has successfully obtained the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations.