Lulu Mckay- Sun Life Financial advisor
2139 Springfield Rd V1Y7X1 Kelowna, BC, Canada

Sunny successful weekend for our 2019 Fall Okanagan Seminar. Discussing the importance of having a will and estate planning. Also educating our clients about how to select the right mutual fund.

Is your plan in place?

Estate planning can be very stressful. Why don't you delegate some of the required tasks that are involved. We have a professional team that will work with a lawyer and an accountant to find the most beneficial and efficient solution. Contact me with your thoughts.

Representing Sun Life with my colleagues as the gold sponsor for #kelownasocial. Learning all the strategies for marketing on social media. #marketing #socialmedia #sunlife