Jonathan Lambert
President & CEO at Sun Life
Based in Manning, Canada
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Seniority
C-Team
Department
General Business & Management
Location
Manning
Industry
Financial Services
Company size
38K
Contact information
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j•••••••@sunlife.com
Phone
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Background
About Jonathan Lambert
As a President & CEO with over 7 years of experience, I have developed a strong background in financial planning and wealth management. I hold multiple certifications, including the LLQP issued by Alberta Insurance Council, the Mutual Funds License issued by IFSE Institute, and the PFA™ (Professional Financial Advisor ™) issued by Advocis. I am passionate about helping clients achieve their financial goals and providing them with personalized advice and guidance. My skills include retirement planning, retirement savings, and wealth management services. I am committed to continuous learning and staying updated on the latest industry trends and developments. I am a Sun Life advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo. Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.
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