Jarrett Wilkinson
Director, Wealth Sales at Sun Life Global Investments
Based in Canada
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Seniority
Director
Department
Other
Location
Canada
Industry
Financial Services
Company size
250
Contact information
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j•••••••@sunlifeglobalinvestments.com
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Background
About Jarrett Wilkinson
As the wealth management industry continues to evolve, investment advisors face ever-changing markets, regulatory shifts, and a change in investor needs based on demographics. I partner with investment advisors to navigate these changes and help solve for more dimensions of risk, both inside and outside investment portfolios. The investment advisors I work with have been able to unlock additional revenue streams for their businesses and build more wealth for their clients. Throughout my career, I have advanced through various investment analyst, sales, and director-level roles. Currently, I work alongside top investment advisors and discretionary portfolio managers to help meet the needs of Canadian investors in accumulation, retirement income, and estate planning. I am a graduate of Wilfrid Laurier University and hold the Chartered Investment Manager (CIM) designation. Outside of work, I enjoy spending time with family and friends, fitness, traveling, listening to music, and watching sports.
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