Jim McIlroy
Job title: Advisor, CFP®, CLU®, CPA, CA
Languages spoken: English
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.
How we work together
Making good decisions is the key to achieving lifetime financial security and we’ll help you along the way. We’ll work together by:
- having detailed discussions with you regarding your current financial situation,
- providing realistic recommendations and goals laying the foundation for you and your family's future,
- developing an insurance strategy using life insurance and critical illness insurance to protect your family when the unexpected happens,
- explaining the complexities of retirement planning with regards to pensions, CPP, OAS, RSP's and TFSA's,
- helping you secure your business in the event of a disability, critical illness or death of a business partner using a variety of insurance concepts and
- utilizing Sun Life's Estate and Financial Planning tools to develop a robust plan for higher net worth individuals.
I’m located in Winnipeg, Manitoba. Contact my office to book your appointment.
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.
Registered savings plans
Registered savings plans provide Canadians with a tax advantaged account to save for their education, retirement or another long-term goal.
Stay informed
See more articles- 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.
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Stay informed, plan ahead—we'll navigate these challenges together.