The Globe and Mail Events’ Post

"We want to standardize and simplify as much as possible. Centralization of data helps with knowledge management and training. Stay close with regulators and partners, that way there wont’ be surprises and implementation will be more pragmatic." Rowena Chan (President, Sun Life Financial Distributors (Canada) Inc., Senior Vice-President, Retail Advice & Solutions) on best practices. #GlobeEvolution

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