Sylvia Zheng of Sun Life Financial is part of the Wealth Professional Canada Young Guns 2017.
Financial advisor
SUN LIFE FINANCIAL
Age: 28
Years in the industry: 6
Sun Life Financial’s Sylvia Zheng was just 22 years old when she made her start in the advisory business, and over the course of her six years in the industry, wealth management has seen significant change.
“The job I signed up for has evolved into a business,” she says. “I am focused on the planning process, ensuring my clients have a positive experience and understand that our relationship is long-term and goal-oriented. It is enormously gratifying when someone places their trust in you.”
With assets under management of $12.2 million, it’s apparent there are plenty of people placing their trust in Zheng, who foresees financial advice becoming less transactional and more relationship-focused in the future.
SUN LIFE FINANCIAL
Age: 28
Years in the industry: 6
Sun Life Financial’s Sylvia Zheng was just 22 years old when she made her start in the advisory business, and over the course of her six years in the industry, wealth management has seen significant change.
“The job I signed up for has evolved into a business,” she says. “I am focused on the planning process, ensuring my clients have a positive experience and understand that our relationship is long-term and goal-oriented. It is enormously gratifying when someone places their trust in you.”
With assets under management of $12.2 million, it’s apparent there are plenty of people placing their trust in Zheng, who foresees financial advice becoming less transactional and more relationship-focused in the future.
