Terence Chu

Terence Chu, CFP, has extensive experience in the financial services industry, currently serving as a Retirement Consultant at Sun Life since March 2022, while also holding the position of Rollover Consultant at Sun Life Financial since January 2018. Prior roles include Planning Specialist at Manulife Securities from September 2016 and Financial Planner at Investors Group Financial Services Inc. from January 2014 to August 2016, where Terence developed comprehensive financial plans and implemented tax and estate planning strategies. Terence achieved Certified Financial Planner Level 2 during the tenure at Investors Group. Educational qualifications include a Bachelor of Science in Statistics from the University of Toronto (2009-2013) and attendance at North Toronto Collegiate Institute (2004-2008).