Can’t Hold Us Back — Unique Financial Challenges Women Face
Toronto, ON • April 24, 2018
Join Ellevate Toronto for the first event in their event series, “Investing in YOU” sponsored by Sun Life Global Investments. Networking and apps to follow panel discussion!
Tuesday, April 24, 2018 6:00 PM - 8:30 PM EDTSun Life Financial
1 York Street
Ellevate is excited to bring you a new event series “Investing in YOU” sponsored by Sun Life Global Investments.
“Investing in YOU” will focus on the empowerment of women in the workplace and how the right investment in you, will in turn, enable you to better invest in others. You will hear from world class woman leaders from a variety of industries as they share their experiences, knowledge and wisdom to encourage, equip, and educate to see women realize their potential in the workplace. Also, you’ll have the unique chance to network with other women leaders throughout a variety of industries as we work together to support one another. We hope to see you there!
Chantal McNeily - Director, Wealth Sales
Chantal is the Director of Wealth Sales for SunLife Global Investments serving the GTA area. Prior to joining Sun Life in 2012, Chantal spent eight years working with for a leading Canadian Insurance company in both Canada and the United States. Chantal brings a broad range of investment knowledge and has specialized in the sale of Mutual Funds, Segregated Funds, US Group Pension Plans, Annuities and GICs in North America.
Chantal graduated from the University of Western Ontario with a double major in Administrative and Commercial Studies and Economics. She completed the Canadian Securities Course and the FINRA Series 7, 6, 63, Life Insurance and Variable Products licensing exams in the US. With a broad range of experience covering multiple product lines, she is committed to providing a holistic sales approach by partnering with advisors to provide a comprehensive financial plan for the Canadian investor.
Jennifer Poon, CPA, CA, CFP - Director, Tax and Estate Planning Wealth
Jennifer Poon is the Director of Tax and Estate Planning, Wealth, at Sun Life Financial. Jennifer, in partnership with the Wealth Distribution team, works with advisors to understand Sun Life Financial and Sun Life Global Investments wealth products and provide tax and estate solutions for their clients. In addition, Jennifer provides expert support, national training and knowledge sharing of relevant tax topics to support the Sales Distribution teams. Jennifer received an HBBA from Wilfrid Laurier University. She holds the Chartered Accountant (CA), and Certified Financial Planner (CFP) designations, and is currently working on her Trust and Estate Practitioner (TEP) designation. Jennifer joined Sun Life Financial in 2014. Jennifer has 17 years of experience in financial services with a specialty in wealth and asset management and a proven record of delivering results through innovative strategies and process improvement. With a passion for public speaking, she has a unique ability to thoughtfully and effectively share complicated concepts in useful, relative terms.
Tien Le, CFP - Director, Investment & Wealth
Tien has been in financial services since 1989 and has a strong background in retirement and financial planning. She builds long-term relationships with her clients, who include individuals, families, business owners and corporations. She holds the Registered Retirement Consultant and Certified Financial Planner (CFP) designations.
Interested in sponsoring this event or future events? Contact Us.
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