Ivana Barroeta
Ivana Barroeta
Service Associate, Sun Life
I joined the team in 2022. I specialize in account openings and transfers and work with Clients to ensure a smooth transition with us. I pride myself on assisting Clients with excellent service. I make sure to include Clients in every step of the onboarding process.
I have completed the Canadian Investment Funds Course and hold a Mutual Fund Registration. I also hold a certificate in Administration.
As a proud mom and wife, I spend my time outside the office exploring with my family!
