Jason Beauchene
Job title: Advisor, Sun Life
Languages spoken: English
Area(s) served: British Columbia
Planning for business owners and professionals
Whether you’re starting a business, developing your practice, or planning for the next stage, I help business owners and incorporated professionals think through insurance, wealth, and planning conversations. My goal is to help you protect what matters, organize your options, and move forward with more clarity.
Who we service
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High net worth and affluent
Securing the future for the next generation is only an appointment away. Let’s talk about your legacy.
Business owners
Helping business owners take control of their finances one step at a time.
Incorporated professionals
Enjoy the benefits of your hard work. Let’s make sure you are getting the most out of your success.
Products and services
Our team is here to help you with your health and wealth needs. Browse through our offerings to learn more about how we can assist you. When we meet, we’ll discuss what might be right for your unique situation. Reach out to us 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.
Health insurance products
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
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.
Stay informed
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Women in Canada are building wealth and shaping their financial future, but deserve plans tailored to their unique goals and challenges.
A personalized financial strategy can help you plan for retirement, protect your family, and build the financial confidence you deserve.
Let's work together to create your path forward. https://advisor.sunlife.ca/jason.beauchene/
A personalized financial strategy can help you plan for retirement, protect your family, and build the financial confidence you deserve.
Let's work together to create your path forward. https://advisor.sunlife.ca/jason.beauchene/
As a business owner, there’s a lot to think about when it comes to your long-term success.
Have you considered:
• Protecting your income if something happens?
• Planning for retirement on your terms?
• Building a succession plan?
• Managing your investments strategically?
Fall is a great time to set goals for the future. Get in touch to start the conversation. https://advisor.sunlife.ca/jason.beauchene/
Have you considered:
• Protecting your income if something happens?
• Planning for retirement on your terms?
• Building a succession plan?
• Managing your investments strategically?
Fall is a great time to set goals for the future. Get in touch to start the conversation. https://advisor.sunlife.ca/jason.beauchene/
What would happen to your family's finances if life took an unexpected turn?
Mortgage protection solutions can help provide financial support if you're diagnosed with a covered critical illness or pass away unexpectedly. The benefit can help support your family's needs, including your mortgage and other important expenses.
Let's talk about a solution that can help protect your family's future. https://advisor.sunlife.ca/jason.beauchene/
Mortgage protection solutions can help provide financial support if you're diagnosed with a covered critical illness or pass away unexpectedly. The benefit can help support your family's needs, including your mortgage and other important expenses.
Let's talk about a solution that can help protect your family's future. https://advisor.sunlife.ca/jason.beauchene/
Office information
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.