Angela Fennelow, BBA, CFP, CHS

I have been working in industry for 22 years, with Sun Life, and building my practice in Milton since 2019. My previous roles include Sr. Associate Manager, Director of Recruiting and Selection, and I also ran a practice in BC from 2013-2018. I am still licensed and registered in BC, and ON.  I do financial planning with clients and provide investment and insurance solutions for their unique situations. There  is an Estate and Financial Planning Team at Sun Life who partner with me and my clients on more complex estate planning needs. I enjoy working with retirees and pre-retirees.

Participating in EPCOH allows me the opportunity to learn more about all aspects of Estate Planning so I can provide higher value to my clients, and become an expert in Estate Planning. I think I can bring value to the members of EPCOH through sharing my financial planning experiences and client feedback. I strive to build  rapport and trust quickly and sustain long term relationships with clients, business partners and colleagues.