Harpreet Kaur
Agreements Contractor @Sun Life
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WORK HISTORY
Agreements Contractor @Sun Life
Winnipeg, MB, CA
Prepared and sent advisor agreements related to insurance and mutual fund registration for electronic signature through OneSpan, based on regulatory trigger events. Maintained and updated advisor lists to ensure accurate and timely agreement processing. Monitored agreement status and followed up with advisors to support on-time completion. Escalated outstanding agreements to appropriate internal teams to meet compliance requirements. Organized and archived executed agreements in SharePoint, ensuring adherence to record-management and audit standards.
EDUCATION
The Chartered Governance Institute UK & Ireland
Corporate Secretary - ACG, Banking, Corporate, Finance, and Securities Law
Punjabi University, Patiala
Bachelor of Laws - LLB, Legal Professions and Studies
Herzing College
Post-Graduation Diploma, Business Administration and Management, General
The Institute of Company Secretaries of India
Company Secretary, Banking, Corporate, Finance, and Securities Law, Corporate Governance, Due Diligence.
Delhi University
Bachelor’s Degree, Business/Commerce, General
SKILLS
ABOUT HARPREET KAUR
I am a governance and compliance professional with over 8 years of experience supporting corporate governance, legal administration, financial reporting, and executive-level support across Canada and India.I hold the ACG designation from the Chartered Governance Institute of Canada, am a qualified Company Secretary (ICSI), and have earned an LLB, a B.Com, and a Diploma in Business Administration (Sales & Marketing) from Herzing College, Canada.Most recently, I worked as a Client & Account Analyst at Manulife, where I supported multinational insurance clients through policy reporting, financial reconciliation, and compliance documentation. My earlier roles at Tim Hortons and Je Travail enhanced my skills in full-cycle bookkeeping, payroll, GST/QST filing, and year-end financial reporting. In India, I served as a Company Secretary for listed and private companies, handling board meetings, statutory filings with SEBI, ROC, RBI, and ensuring compliance with the Companies Act.I bring strong analytical thinking, attention to detail, and an ability to manage competing priorities in fast-paced environments. My strengths lie in simplifying complex regulatory frameworks, streamlining reporting processes, and supporting risk and audit functions.I’m now exploring new opportunities across Canada in corporate governance, compliance, legal operations, or regulatory affairs—where I can continue to contribute to organizational transparency, accountability, and strategic success.
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