About us

Searchlight Financial Solutions Inc.

Throughout your life, you’ve worked hard to build your legacy. Now, let’s make sure it’s protected. Together, we can create a strategy that you can feel confident in – even after you’re gone. Reach out to get started.

Job Title: Financial Planner, Sun Life

Languages spoken: English

Phone: (403) 775-2230

Email: james.bilcox@sunlife.com

Address: Suite 570, 441 5th Avenue SW,, Calgary, AB, T2P 2V1 Canada

James Bilcox

I bring more than 24 years of experience in financial services to my role as a Sun Life Financial advisor. I’m a CERTIFIED FINANCIAL PLANNER® (CFP®) professional with a background in banking, wealth management and insurance. I can help to develop and execute strategy in all aspects of a comprehensive financial plan including investment and savings, cashflow and debt management, protection, estate and legacy planning, tax minimization and charitable giving.

 

I want to empower financial literacy within our community. I believe in the power and value of engaging people in financial planning to help them achieve their life goals. I also believe in protecting people, their families, their wealth and their businesses. Let’s talk today!

Job Title: Financial Planner, Sun Life, CFP®, FMA, PFP

Languages spoken: English

Phone: 4037752230

Email: james.bilcox@sunlife.com

Fax: 4032318649

Kathy Davis

Joining the team in October 2022, I am an administrative professional with over 18 years of experience. I've worked in various industries including investments, public practice accounting and the IT sector.


I'm a home grown Alberta girl who lived in Peachland, BC for about a year. But I missed Calgary so I came back! In my spare time, my husband and I camp out in the Kootenay Valley at my family's acreage. We enjoy playing video games and doing abstract "acrylic paint pour" art. We have two kitties who we love to bits.

Job Title: Advisor Assistant, Sun Life

Phone: 4037752230

Email: kathy.davis@sunlife.com

Address: Suite 570, 441 5th Ave SW Calgary, AB T2P2V1

Rebecca Capeling

I have been an administrative professional for most of my career. I have had the chance to work in various industries including corporate law and with non-profit organizations. Throughout my experiences, I’ve always enjoyed interacting with Clients and providing varying levels of customer service. I enjoy being able to use my knowledge and understanding to assist both Clients and my team.


I’m originally from Ontario. While I love making trips back in the summer to see family, the mountains and Alberta culture have a special place in my heart. I’ve been happily settled and enjoying mountain views in the Calgary area for almost ten years. I spend much of my spare time investing in my community, singing, reading and chasing sunsets.

Job Title: Service Associate, Sun Life

Phone: 4037752230

Email: rebecca.capeling@sunlife.com

Address: Suite 570, 441 5th Ave SW Calgary, AB T2P2V1

Yulia Skirukha

I joined the team in May 2025, bringing with me a strong administrative background and a heartfelt commitment to making people feel supported and understood. With over 10 years of experience in office administration and customer service across Canada and the U.S., I’ve built a career around clear communication, organization, and care for the people I work with.


What I value most is human connection. Being the person others can count on, especially when things feel overwhelming or unfamiliar. I’m fluent in English and Russian and have spent many years volunteering as a translator and support person for newcomers, helping them find clarity and comfort in new surroundings.


Originally from Eastern Europe, I now live in Calgary with my two teenage sons, ages 18 and 16. They keep life full of laughter, learning, and perspective. When I’m not working, I enjoy hiking in the mountains, time with my family or friends, and creating small moments of order and calm, whether that’s through conversation or a well-organized calendar.

Job Title: Advisor Assistant, Sun Life | Client Services Specialist, Searchlight Financial Solutions Inc.

Languages spoken: English, Russian

Phone: 403-775-2230

Email: yulia.skirukha@sunlife.com

Address: Suite 570, 441 5th Ave SW Calgary, AB T2P2V1

Lauren Hankewich

I have had the pleasure of being part of the Searchlight Financial Solutions team since November 2023. It has been a natural fit into a team dedicated to helping others achieve their goals. I bring over 10 years of customer service experience to the team. I’m happy to serve as one of your first points of contact when you connect with your advisor.

 

I moved from Calgary to Squamish, BC, in 2020. My husband, son and I are all thrilled to live on the coast. We enjoy having access to all the hiking, rock climbing and outdoor family adventures that we could want.

Job Title: Service Associate, Sun Life

Email: lauren.hankewich@sunlife.com

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.