Mary H. Sun

As a Chartered Professional Accountant, Mary spent many years with a major Canadian bank in senior corporate finance management roles and then developed her financial planning expertise with a leading life insurer. Today, as an Estate Planning Specialist at RBC, she takes pride in applying her in-depth industry knowledge and tax planning expertise to design insurance-based solutions that help high-net-worth clients achieve their wealth goals.

Mary’s ability to listen empathically, ask the right questions, understand clients’ needs, and collaborate with their team of professionals is what sets her apart. It allows her to deliver financial solutions tailored to each unique situation and build trusting and long-lasting relationships with each client.

Committed to education, Mary earned her Master of Business Administration degree and Certified Financial Planner designation. Fluent in English and Mandarin, she is able to communicate with clients in their preferred language.