As Director, Advanced Planning with Sun Life Financial, Stephen applies his problem-solving skills to help advisors and their clients develop and implement solutions that meet both personal and corporate needs. Much of this work involves using life insurance solutions for business succession and wealth transfer purposes. Stephen enjoys learning about client's accomplishments and unique situations. He's dedicated to earning a client's trust while helping them achieve their goals.
Stephen's role includes directly supporting the underwriting team through training on specific insurance concepts and assistance with financial underwriting while in the field. This includes reviewing financial statements and other documentation with professional advisors and interviewing clients with complex arrangements or specific privacy concerns.
Stephen is a lawyer, specializing in tax and estate planning. Having completed two undergraduate degrees at the University of Guelph, Stephen attended Osgoode Hall Law School at York University and has completed graduate degrees in business at Wilfrid Laurier, tax law at York and government at Harvard.