Raymond Wong B.

Financial Planner @Sun Life

Toronto, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2020 — Present

Financial Planner @Sun Life

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EDUCATION

1981 — 1984

Riverdale Collegiate Institute

High School Diploma Graduation

N/A

University of Guelph

B.Sc.

SKILLS

Term Life InsuranceBranch BankingFinancial AnalysisWealth ManagementFinanceTalent ManagementRecruitingSegregated FundsRetirement PlanningLong-Term CareSalesFinancial PlannersEmployee BenefitsCritical IllnessManagementWealthAsset ManagementEstate PlanningFinancial ModelingRetirement SavingsAsset AllocationMutual FundsHealth Insurance

ABOUT RAYMOND WONG B.

I am a Financial Planner at Sun Life. These are my personal opinions, not professional advice and they do not reflect the official position of Sun Life Financial.A Clear Connection: your relationship with Sun Life Financial bit.ly/ClearConnectionMutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc. Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc.Sun Life Assurance Company of Canada is the insurer, and is a member of the Sun Life group of companies.Awards and memberships are based on insurance business only.(if applicable)© Sun Life Assurance Company of Canada, 2023

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Raymond Wong B. — Financial Planner at Sun Life in Toronto, CA | Unifers