Stay informed
Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.

Our office will be closed tomorrow and Monday. Enjoy the long weekend, everyone!

The ladies of JL attended the Women in the North Conference today!
It was an empowering, fun and wonderful day! Thank you to Community Futures Peace Country for hosting this event right here in Manning!
It was an empowering, fun and wonderful day! Thank you to Community Futures Peace Country for hosting this event right here in Manning!

Building wealth over time? Consistency is key.

Looking for flexibility?
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
Taking a tax-smart approach to long-term savings.

This International Women's Day, we want to recognize and celebrate women's accomplishments throughout the world. We are proud to be a team composed of a 4:1 ratio of women to men.
Collectively for #IWD2025 we can all #AccelerateAction
Collectively for #IWD2025 we can all #AccelerateAction

You’re confident your heirs can do the job, but are they ready?
You’re confident your heirs can do the job, but are they ready?
It's time to look at your retirement income plan through a tax lens. Check out this article to learn how the right tax strategy can increase your retirement income.
https://www.sunlife.ca/en/tools-and-resources/money-and-finances/saving-for-retirement/how-to-keep-more-of-your-retirement-income-and-pay-less-tax/
https://www.sunlife.ca/en/tools-and-resources/money-and-finances/saving-for-retirement/how-to-keep-more-of-your-retirement-income-and-pay-less-tax/

What can you do if you're trying to save for a house?
1. Use government programs wisely
2. Maintain retirement savings
3. Create a balanced savings plan
We will help pave a clear path to home ownership by exploring strategies you may not have thought of before.
1. Use government programs wisely
2. Maintain retirement savings
3. Create a balanced savings plan
We will help pave a clear path to home ownership by exploring strategies you may not have thought of before.

Be a buddy, not a bully!
#pinkshirtday
#pinkshirtday
🏆 Consider converting your term life insurance to align with your evolving needs. With long-term cost savings and wealth-building features, it's a smart move for savvy investors!
#LifeInsurance
Certain terms and conditions may apply. Contact us for more information.
#LifeInsurance
Certain terms and conditions may apply. Contact us for more information.
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Life insurance; such a boring topic for most!
However, when was the last time you reviewed your coverage? What is it costing you? How many years do you have remaining on your term?
These are the questions you should be asking yourself before it's too late. We are here to help you evaluate your current situation and give you solid advice.
However, when was the last time you reviewed your coverage? What is it costing you? How many years do you have remaining on your term?
These are the questions you should be asking yourself before it's too late. We are here to help you evaluate your current situation and give you solid advice.

Smart tax planning can significantly boost your retirement savings 💡
If you want to learn more about tax-efficient savings strategies, we are here to help you.
If you want to learn more about tax-efficient savings strategies, we are here to help you.

You deserve to keep more of what you earn. With tax season coming up, let's find you ways to save on taxes.
#TaxStrategy #FinancialAdvice
#TaxStrategy #FinancialAdvice


🚀 Save up to 25% with Sun Life's conversion offer. Lock in better rates, get longer coverage, and align your life insurance protection with your future goals. Take advantage now, offer ends March 31. #BusinessProtection #LifeInsurance
Certain terms and conditions may apply. Contact us for more information.
Certain terms and conditions may apply. Contact us for more information.

💰 Trying to keep more money in your business? Let's talk about smart tax strategies using capital dividend accounts. We'll help make your business more tax-efficient. 📊
Ready to start? Visit our website to set up a time to chat!
#CapitalDividendAccount #TaxStrategy #BusinessTax
Ready to start? Visit our website to set up a time to chat!
#CapitalDividendAccount #TaxStrategy #BusinessTax

New Year's resolution: grow your savings! 🎉
Whether it's maximizing your TFSA or optimizing your RRSP, we're here to help you achieve your 2025 wealth goals. Start by booking a free consultation on our website. We can create your personalized financial roadmap together.
#FinancialGoals #FinancialResolutions
Whether it's maximizing your TFSA or optimizing your RRSP, we're here to help you achieve your 2025 wealth goals. Start by booking a free consultation on our website. We can create your personalized financial roadmap together.
#FinancialGoals #FinancialResolutions

Merry Christmas from all of us at JL Financial!
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Book a free consultation with Jonathan or Ashley to create your personalized plan!
#SunLifeOnePlan #FinancialStrategy
#SunLifeOnePlan #FinancialStrategy
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Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
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.