Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
A seasoned financial services executive with decades of experience, Rowena Chan is passionate about bringing wellness and peace of mind to Canadians. She leads retail advice & solutions, which include both Sun Life Canada’s retail distribution and insurance solutions businesses.
In her role, Chan oversees life and health insurance solutions and an omni-channel distribution organization that delivers personalized life-long planning and advice to Canadians. She is passionate about improving the health of Canadians through broadening access to insurance products and innovative end-to-end solutions integrating insurance and health. She believes that trusted advice, innovative solutions and engaging digital experiences can help Canadians achieve lifetime financial security and live healthier lives.
Chan is equally passionate about the development of talent and determined to improve the dynamics of workplace diversity, equity and inclusion (DE&I) for women and underrepresented ethnicities. In 2022, she was recognized as a member of Insurance Business’ Global 100 for her work on digital transformation to enhance the client experience and DE&I in the workplace. In 2021, Insurance Business Canada named her Canada’s Leader of Change for moving the industry forward. In 2020, she was awarded Canada’s Most Powerful Women Award among Executive Leaders by the Women Exchange Network for her role in advancing the societal and professional landscape for future generations. She is also an alumnus of the Judy Project, one of Canada's leading executive forums, designed to support and prepare women ascending into executive leadership. For her work in this forum, she was featured in the book The Collective Wisdom of High-Performing Women.
Prior to joining Sun Life, Chan held a series of senior executive roles at TD Bank Group across retail distribution, wealth management, product development, data and analytics, and control functions. She holds a BA in sociology and economics from the University of Toronto, where she has been recognized as a Top 50 alumnus.
One America Square, 17 Crosswall, London, EC3N 2LB
+64 3 379 7622
agreen@specialistrisk.com
linkedin.com/in/gbinsurancelady/
srinsurancesolutions.co.uk
Rowena Chan
President, Sun Life
Senior Vice President, Retail Advice & Solutions
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“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
2017
2018
2019
2020
2019
2022
Lawyers Weekly’s Top 30 Under 30 Property Finalist
2017
Promoted to Senior Associate at MinterEllison
2018
In-House Legal Counsel at L'Oréal Australia and New Zealand
2019
Australian Corporate Lawyers Award In-House Finalist
2020
Joined the partnership at Wynn Williams in the property and commercial team
Appointed to the Property Council NZ Retail Committee
Invited to sit on the judging panel for Lawyers Weekly’s Australian Law Awards
2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
ELITE WOMEN 2023 JUDGE
