Janice N. James

As a business owner, you’re the star of the show.

But you don’t need to do it alone. Let’s create a plan that will help protect your business.

Job title: Financial Planner, Sun Life, B.A., CFP®, CLU®, CHS™, EPC

Retiring your way

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.

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Let's work together

For your long-term goals or your short-term needs, I will work with you to help discover the best strategy to meet your objectives. We’ll work together to understand your goals, prepare for the unexpected and take advantage of new opportunities – throughout your life.

I can help you meet your needs with a number of solutions. From a simple budget to complex strategies, I can help you build lifetime financial security by:

Developing an approach that include RRSPs, TFSAs, or RESPs,
Growing your investments through GICs, mutual funds or segregated funds,
Protecting your family when the unexpected happens with term life, permanent life or universal life insurance,
Converting your lifetime savings into retirement income when you’re ready to kick up your feet through annuity products, RRIFs or LIFs and
Providing you with options for personal health, disability insurance or critical illness insurance.

You can benefit from my professional expertise and access to some of the industry’s leading insurance and investment products. I can help you build a financial approach customized to your needs

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Business owners

Spend more time running your business and less time worrying about your business. A strong strategy can get you there.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Mortgage protection insurance

Mortgage protection insurance is a life insurance policy that cover more than just your mortgage payments. With mortgage protection insurance, you can help protect your family’s finances and secure their future.

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Stay informed

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Divorce isn't just emotionally challenging — it can take a major toll on your finances too.

Some costs you may need to consider are:

- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children

If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.

Turning 71 soon? It's time to talk about your RRSP. Did you know that by December 31st of the year you turn 71, you must convert your RRSP to a RRIF or annuity? This marks an important shift from saving to spending in retirement.

Key things to consider:

- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments

Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF

In the face of economic challenges, it’s important to do what you can to protect your business, your employees and your income.

Get in touch today to discuss how you can protect your business.

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Office information

Newmarket, ON

Phone:

(647) 268-5256

Email:

janice.james@sunlife.com

Address:

801 Magnolia Avenue, , Newmarket, ON, L3Y 5G5 Canada

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