When Kali started working for Aurora in 2009, she immediately saw the dramatic impact Sun Life products can have on people’s lives. She provides Clients with the best possible service, helping them with all their needs, big or small, for individuals or corporations, by discussing, planning, and implementing Clients’ current and future financial goals.
She helps Clients with investments, including RRSPs, RESPs, TFSAs, RRIFs, LIRAs, mutual funds, GICs and segregated funds; and life, critical illness and disability insurance.
Kali works to see Clients retire happy and assured, and businesses retain employees and have their employees also retire happy and assured. She sees her biggest impact in alleviating Clients’ financial burdens during their time of need, like ensuring loved ones are protected during death, sickness or disability.
Outside the office, her favourite activity is watching her kids play sports, and she stays busy volunteering, spending time at the lake, hiking and camping, travelling, and cooking — all surrounded by family and friends.