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Searchlight Financial Solutions Inc

It’s never too early to start thinking about retirement. In fact, the earlier you start to plan, the more prepared you’ll be. Let’s work together to create a retirement plan that incorporates your needs, wants and goals.

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 23 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

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

Email: kathy.davis@sunlife.com

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

Email: rebecca.capeling@sunlife.com

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

Krista Shepherd-McInnis

I joined the Searchlight Financial Solutions Inc. team in May 2024 as a service associate.

With a commitment to exceptional Client service, I ensure all documents are prepared for meetings and track transactions for Client accounts, maintaining meticulous organization. As a point of contact, I am here to assist with any questions regarding trades, statements, account transfers, forms, or information about Sun Life's products and services.

Originally from Nova Scotia, my career journey began there before I relocated to Alberta. I joined Sun Life in 2014 and have since obtained both my Life Insurance and Mutual Funds licenses. Currently, I am also in the process of completing my QAFP certification, further enhancing my expertise and ability to serve Clients effectively.

Outside of work, I cherish spending time with my husband and daughter. Whether we're hiking in Alberta or enjoying annual vacations by the ocean on the East Coast, family time is always a priority.

Job Title: Service Associate, Sun Life

Languages spoken: English

Email: krista.shepherd-mcinnis@sunlife.com

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