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Harmanpreet Kaur

Financial Planning Consultant at Sun Life Direct - Life Insurance

Harmanpreet Kaur, MBA, CFP®, is a seasoned financial professional with extensive experience in various roles focused on financial planning and wealth management. Currently serving as a Financial Planning Consultant at SunLife since January 2024, Kaur previously held positions as a Wealth Planner at Vancity from August 2022 to January 2024, and as a Financial Planner at RBC from June 2018 to June 2022. Earlier experience includes roles as a Financial Advisor at CIBC from February 2017 to June 2018 and at RBC Bank from 2013 to February 2017. Kaur holds a Global Executive MBA from both the University of Toronto - Rotman School of Management and SDA Bocconi, completed between October 2021 and June 2023.

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