Our Directors of Tax, Retirement & Estate Planning are an extension of an advisor’s team.
Tax planning
Estate planning
Preparation is important at every life stage. Settling an estate can be costly, both emotionally and financially.
Retirement planning
The number of Canadians near retirement has never been so high.1 That’s why it’s more important now than ever to help Canadians fund their retirement needs.
Our tax, retirement & estate planning specialists support advisors by providing perspective and expertise to address their clients' complex needs. They collaborate on real world strategies to support advisors’ needs across tax, retirement and estate planning.
Our team
Lori Clements
Director, Tax, Retirement & Estate Planning | Tax and Estate Planning | Financial Planning
Region: Central Canada
With over 25 years of experience working with high-net-worth clients in tax and wealth management, Lori has partnered with many advisors through the years. She enjoys sharing her knowledge and supporting others to grow their understanding of tax and estate planning to facilitate deepening relationships and demonstrating the value they bring to their clients.
Lori is a Chartered Professional Accountant with a bachelor’s degree in Mathematics and a Masters of Taxation from the University of Waterloo, is a Certified Financial Planner, holds a Certificate in Instructing Adults from George Brown College.
François Bernier
Director, Tax, Retirement & Estate Planning | Chambre des notaires du Québec | Tax and Estate Planning | Financial Planning |
Region: Eastern Canada
François partners with advisors on a variety of client-focused tax and estate scenarios, and the planning solutions available to them.
During his career, he’s delivered over 1500 presentations to advisors, accountants, centres of influence and investors.
François has a Bachelor’s in Law and a Notarial Law Degree from Université de Montréal. a certificate in personal financial planning from École des Hautes Études Commerciales (HEC Montréal) and is a Member of the Chambre des notaires du Québec
Dan Price
Director, Tax, Retirement & Estate Planning | Past President - Kelowna Chamber of Commerce | Tax and Estate Planning | Financial Planning
Region: Western Canada
Dan joined the team at Sun Life in November of 2022 after spending 17 years in corporate finance and accounting. This unique blend of experience in investments and business allows Dan to add value in different areas.
Dan has a bachelor’s degree in political science from the University of Lethbridge and has a Chartered Accountant designation.
Featured insights
Leverage our Quick Reference Tax Card
Check out highlights from the 2025 Federal Budget
For more information, contact your Wealth Sales Team.
1Source: Statistics Canada, The Daily, April 27, 2022
FOR ADVISOR USE ONLY.
Service provided by the Sun Life Global Investments Director, Tax, Retirement & Estate Planning, are exclusive to financial advisors and are not available to individual investors.