Nevila Lato-Tershana

Solid relationships. Successful advisors. Loyal clients.

Nevila Lato-Tershana, B.Sc., CFP, TEP, CLU, CHS
Regional Sales Director

1 York Street
Toronto, ON M5J 0B6
Cell: 437-216-9257

Exceptional resource to take your business to the next level

With more than 12 years of experience in financial services, Nevila offers an extensive knowledge of life insurance products and advanced strategies in Estate and Tax planning. She believes in the power of building strong and collaborative relationships and enjoys working closely with advisors to offer complete solutions for complex cases.

Nevila combines her deep product knowledge with an understanding of high net worth clients to develop strategies and recommend solutions to help clients achieve their financial goals. With her technical competency and excellent knowledge of advanced concepts as well as estate and tax planning strategies, Nevila is an excellent resource for advisors who want to elevate their business to the next level.

Before taking on the Regional Sales Director Role, Nevila started her career at Sun Life as an Estate and Financial Planning Director, where she prepared and presented comprehensive financial and estate plans and special reports to high net worth clients and business owners. She also provided training and development to advisors to help them develop their knowledge in all areas of financial planning.

Nevila’s professional designations include a Bachelor Degree in Finance - Accounting, CFP, CLU, CHS and TEP designations. Her past experience prior to Sun Life includes seven years as an Insurance Planning Specialist. Nevila is passionate about financial planning and helping Canadians achieving lifetime financial security.