Jennifer Gose
Job title: CERTIFIED FINANCIAL PLANNER®, CHS™, CFP®
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Financial planning that fits your lifestyle
I believe that financial security, at every stage of life, is the most important gift you can give yourself, your family and society.
When we begin working together, I’ll lead an open and honest conversation with you. We’ll discuss your unique financial goals and situation. Through our range of solutions, I will help you create an actionable plan. It will address the challenge of balancing your long-term goals and sustaining your day-to-day financial needs. With a sustainable financial plan in place, you can focus on what really matters to you.
Contact my office to book an appointment and get started with creating your financial plan. Let's talk.
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.
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.
Saving and budgeting
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
See more articlesSun Life Term Insurance for Diabetes can provide an insurance solution for Canadians living with diabetes, giving them the peace of mind knowing that their loved ones are protected.
Reach out to discuss your options and set up an insurance plan that helps meet your needs.
- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you.