William John Sterling Sunley BA, RCIC

604-***-**** • adxb1e@r.postjobfree.com (personal) • adxb1e@r.postjobfree.com (business) Mailing address: 2630 Sunnyside Road, Anmore, British Columbia, V3H 4Y6 Education: 1980 – 2016

University of British Columbia, Vancouver, BC

Certificate in Immigration Laws, Policies and Procedures To qualify to write the RCIC licensing examination, one must obtain certification from an accredited educational institution. At UBC, the syllabus included: Immigration Law, Policy, and History; Temporary Entry to Canada; Economic Classes, including Provincial Nominee Programs; Family Classes; Refugee Protection; and Practical Skills.

University of Alberta, Edmonton, AB

Bachelor of Arts Degree (BA Special) in Economics and Political Science Employment: 1983 - Present

Chartwell Immigration Services: 2022 – Present

Lead Consultant Recommend the best path for individuals, families, or groups and assist with strategizing, preparing, and presenting both oral and written submissions to the appropriate authorities. Advocate on behalf of clients before government agencies such as Immigration, Refugees and Citizenship Canada (IRCC), the Canada Border Services Agency (CBSA), the Immigration and Refugee Board of Canada (IRB), Employment and Social Development Canada

(ESDC), as well as provincial immigration authorities. Immigration and Refugee Board of Canada (Refugee Protection Division):1 2018 – 2022 Co-Ordinating Member Preside over refugee determination hearings and issue legal decisions under the Immigration and Refugee Protection Act and Regulations. Apply the principles of natural justice and procedural fairness to adduce relevant evidence, consider the submissions of the claimant’s counsel and write timely reasons for decisions, bearing in mind the impact of such decisions on the individual claimants and the immigration and refugee protection process. authorities.

Immigration and Refugee Board of Canada (Immigration Appeal Division):2 2013 – 2017 Member Preside over appeals of decisions by the lower Division, make orders, and undertake other matters, as assigned—decision-making and issuing oral and written reasons under the Immigration and Refugee Protection Act and Regulations. The application and public perception of fairness and cross-cultural sensitivity were essential considerations. Based in Vancouver, hearings were held in other Alberta, Saskatchewan, and Manitoba centres. Note: this was a federal Governor-in-Council Appointment.

1 Refugee protection proceedings and decisions are not public. 2 Immigration appeal proceedings and decisions are public, and many of my decisions may be found in Can-LII.

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Camnex Marketing Inc., Burnaby, BC: 2003 - 2013

Executive Chair and Co-Founder Executive responsibility for strategic planning, business development, marketing strategies, delivery logistics, team leadership and profitable growth. Maintained bottom-line accountability for the start-up and ongoing management of this successful business venture—leveraged relationships with an existing network of contacts to establish a multi-million-dollar electronics brand. Consistently grew sales to become the second-largest MP3 supplier to Walmart Canada. Attended international trade meetings and tradeshows to raise the company’s profile, identify new opportunities, evaluate new products, and capitalize on emerging market trends. Identified new business opportunities and implemented action plans to broaden the company’s product range. Established trade relationships and signed vendor agreements with leading North American retailers.

IQON Financial Inc., Winnipeg, MB: 2001 - 2003

Chief Operating Officer – Vice President, Operations. Responsible for the day-to-day management of this financial services company, increasing the assets under management from

$3 to $4 billion in preparation for the sale of the company to Assante Corporation. Provided progressive leadership and direction to senior managers in accounting, customer service, IT, compliance, and corporate governance. Motivated and coached personnel and communicated company objectives. Negotiated service agreements and contracts with independent advisors. Ensured delivery of the resources required by advisors to service their clients efficiently. IQON Financial Inc., Vancouver, BC: 1998 - 2001

Vice President - Business Development. Responsible for corporate operations in British Columbia and Alberta and recruiting financial advisors. Developed and communicated a clear strategic vision and demonstrated the ability to quickly build rapport, resolve issues, and achieve results consistent with established goals. Ensured appropriate support and services were provided to ensure a high advisor/client retention rate. Developed and implemented sales and marketing strategies and corporate promotional goals. Oversaw all sales, marketing, forecasting, budgeting, and customer relationship management functions focused on continuous improvement, quality, and integrity. Maintained a thorough understanding of the current market environment, including primary competitors. Developed subordinates’ networking and relationship-building skills to establish and develop sound business alliances. MD Management Ltd., Edmonton, AB & Vancouver, BC: 1987 - 1997 Regional Manager and Assistant Secretary. Owned by the Canadian Medical Association at the time3, MD Management (MDM) had over $20 Billion in assets under management and continues to provide a broad range of financial and business services to the medical community. This challenging, multi-faceted role also involved identifying, acquiring, and developing new business relationships and opportunities within the medical associations of BC and Alberta. Responsible for managing the 12 sub-offices in British Columbia and Alberta. Offered a wide range of integrated financial and practice management services to physicians and their families. Provided objective financial advice with best-of-class investment advisors. Built and maintained a positive relationship with all stakeholders and served as a corporate director. 3 MD Management’s assets under management currently exceed $56 Billion. The CMA sold MDM to Scotiabank in 2018 for $2.6 Billion.

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KPMG LLP., Edmonton, AB: 1986 - 1987

Specialist - Financial Planning. Communicated and effectively promoted the value of providing personal financial planning to the firm’s clients. Consulted with clients on various elements of personal financial planning and developed relationships with external wealth managers. Hon. H. A. Olson PC, Edmonton, AB & Ottawa, ON: 1983 - 1985 Special Assistant to the Minister. Developed communication strategies, liaised with key political and constituency relationships, and assisted Senator Olson as Minister of Western Economic Diversification and Leader of the Government in the Senate. Professional Development and Designations: 1987 - 2018

• Regulated Canadian Immigration Consultant (RCIC), College of Immigration and Citizenship Consultants (CICC) of Canada

• Registered Financial Planner (R.F.P.)

• Certified Financial Planner (CFP)

Examinations: 1986 - 2018

• College of Immigration Consultants of Canada (CICC) Registered Canadian Immigration Consultant (RCIC) examination.

• Partners Directors Officers’ (PDO)

• Branch Managers (BM),

• Canadian Options Supervisors Course

• Canadian Securities Course (CSC)

• Mutual Funds Institute of Canada Licensing Course

• Life, Accident and Sickness Insurance Licensing Course Honours and Awards: 1987 - 2005

• Alberta Centennial Medal

• Queen Elizabeth II Golden Jubilee Medal

• Queen’s Commission in the Canadian Armed Forces

Directorships and Community Involvement: 1985-2022

• Chair, Children’s Hearing and Speech Centre of British Columbia, Vancouver, BC

• Board Member, The Oral Centre Foundation, Vancouver, BC

• Board Member, The Endeavour Foundation, Vancouver, BC

• President, Rt. Hon. Winston Spencer Churchill Society of Edmonton

• Member, University of Alberta Senate

(Cont’d)

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• Director, Alberta Motor Association (AMA), Edmonton, AB

• Director, AMA Travel Inc., Edmonton, AB

• Director, AMA Insurance Inc., Edmonton, AB

• Board Member, LTA Holidays (Canada) Inc., Richmond, BC Articles and Reviews: 1984 - 2022

• Vancouver Sun

• Edmonton Journal

• Vancouver Province

• Edmonton Sun

• National Post

• Finest Hour

• Canadian Physician

• Canadian Medical Association Journal

Personal

• Born in Lamont, Alberta and received my primary, secondary and university education in Alberta.

• Moved from Alberta to British Columbia in 1996.

• My wife and I have two soccer-mad children, aged 12 and 14.

• Pastimes include travel, reading, writing, book collecting, and woodworking. Professional and Personal references are available upon request.

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