With a marketing background, Sue brings a nuance to her recommendations that extends beyond the numbers.
She combines advanced technical skills, creativity and a passion to communicate to deliver value for advisors. Her career started in marketing, where she perfected the techniques and tools behind a rewarding client experience. She then joined one of Canada’s major insurance providers before moving to Sun Life Financial. For the past 14 years, she’s been serving as a wholesaler to advisors in the Greater Toronto Area.
Known as a go-to resource, Sue’s technical experience is extensive. With over 25 years in the industry, she understands the application and underwriting process down to the fine details. As a Regional Sales Director, Sue develops innovative client-friendly materials to support advisors’ conversations and sales process. She finds inspiration in her everyday work with advisors to find new ways of communicating complex concepts to clients.
She holds a Chartered Life Underwriter and Chartered Health Insurance Specialist designation from Advocis. She also completed the Life License Qualification Program, and holds an Agency Administration Associate (AIAA), and Customer Service (ACS) Level 1 certificate from the Life Office Management Association (LOMA).