Lulu joins us from her most recent role as a Financial Planner with Sun Life’s Prosper team, providing holistic advice for the Sun life clients she was assigned to support. Lulu brings a diverse insurance background to this role, from her time with Sun Life over the past 6 years. Prior to joining the Prosper team, Lulu worked as an SLFD advisor for the better part of four years, which provided her with a significant knowledge of Sun Life products, processes and tools. Lulu currently holds his LLQP & IFIC licenses and CFP designation.
Lulu’s knowledge, experience and drive for growth will help us execute on our overall regional strategy and deliver on our mission of “We Help. You Grow”.
