JL Financial Solutions Ltd.
Job title: Advisor, Sun Life
Languages spoken: English
Our philosophy
Client relationships with business owners, farmers, families, and pre-retirees across Alberta are our top priority.
Through our partnership with Sun Life, Clients have confidence knowing that their information, insurance and investments are well protected. We also ensure our planning tools, technology and support systems are up to date and compliant.
Using a team approach, we'll help you build the right plan to align with your financial goals. You'll have the peace of mind knowing that your financial future is in capable hands.
Client testimonials
“Jonathan was recommended to me by my younger sister who has been working with him for several years now. I was looking for an advisor I could trust, relate to and communicate with. When we first started working together, I had recently transitioned out of an 8-year marriage. I knew I needed some sort of future planning, but my knowledge of investments was zero. From our first call (because we live six hours apart), he validated every worry and emotion I had. He was so easy to talk to and natural. He was understanding and compassionate, but also knowledgeable and knew exactly what direction to take my investments. I love that I can get in touch with him any day and any time if something needs to be changed. I’m so relieved to know that our financial future for me and my two boys is in good hands.” – L.L.
“Jonathan is very passionate about helping others. He is trustworthy and incredibly knowledgeable. He always takes the time to explain our options in simple terms to make the right decisions for our family. He’s readily available to meet with us or answer any of our questions. When we first met with Jonathan, he reviewed our life and critical illness insurance policies. He advised us of our options and his recommendations were based on the needs of our family of five. Jonathan has seamlessly helped get our existing investment account transferred to Sun Life, and we have greatly benefited financially. Jonathan is actively involved in our small community, is a true family man and is well-respected by all. He always has our best interests at heart and we are so happy to have him as our Advisor!” – V.R.
Feel confident about your future
Introducing Sun Life One Plan, a new way to plan your ideal future with your advisor. This tool brings your financial roadmap to life online. With help from your advisor, One Plan gives you the power to make the best decisions on how to reach your goals. Once your advisor has given you access to Sun Life One Plan, you’ll be able to see how you are tracking towards your goals, as well as view reports and to-do items.
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 articles
Discover how our tailored insurance solutions can adapt to your needs — and life’s milestones.
Protect what matters most:
• Your mortgage
• Your kids' education
• Your income
• Your estate (and taxes)
Let's find a simple solution for your complex needs that could save you money.
Book a meeting with us.
Discover how our tailored insurance solutions can adapt to your needs — and life’s milestones.
Protect what matters most:
• Your mortgage
• Your kids' education
• Your income
• Your estate (and taxes)
Let's find a simple solution for your complex needs that could save you money.
Book a meeting with us.
How to take a tax-smart approach to long-term savings
Collectively for #IWD2025 we can all #AccelerateAction
Collectively for #IWD2025 we can all #AccelerateAction
Office information
