Ted Wheatley - Sun Life Financial Advisor

Ted Wheatley is a Sun Life Financial Advisor who has worked in the North American banking and insurance industry for over 25 years in a variety of roles. Ted has been with several leading financial institutions such as Sun Life, Manulife, CIBC, Bank of Montreal, and Royal Trust. Ted holds a Masters of Business Administration in finance from the Rotman School of Business, University of Toronto. He is a Certified General Accountant and holds several industry designations including FICB (banking), FFSI (wealth management) and FLMI (insurance). He also holds the Registered Retirement Consultant designation, and is a Certified Health Insurance Specialist. Ted is very active in the community as past Governor of the North York General Hospital Foundation, where he chaired the Audit & Finance Committee. He is the former Chairman and Treasurer of the Canadian Cancer Society, Ontario Division, and has sat on the national boards of the Canadian Cancer Society and the National Cancer Institute of Canada. He was awarded the Queen’s Golden Jubilee Medal in 2002 for outstanding service to the community and was made an honorary Life Member of the Canadian Cancer Society in 2003. Ted is currently a member of the Audit & Finance Committee for the Alzheimer’s Society of Ontario and is a volunteer with the Rotman School of Business, the Toronto Symphony Orchestra, and the Princess Margaret Cancer Foundation. As a Sun Life Financial Advisor, these are his personal opinions, not professional advice and they do not reflect the official positions of Sun Life Financial. Sun Life Financial advisors are contracted with Sun Life Financial Distributors (Canada) Inc. Mutual funds are offered by Sun Life Financial Investment Services (Canada) Inc. Please review "A Clear Connection" which can be found through this link. http://cdn.sunlife.com/static/canada/digital_media/Clear_Connections/IND_ClearConnections_EN_E.pdf