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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.
💰 How much do you really need to retire?
The answer: it depends.
🏡 Still paying off your house?
✈️ Dreaming of travel?
🎯 Other lifestyle goals?
Your retirement number isn’t one-size-fits-all. It’s built around you.
Let’s map out your goals and design a plan that makes them happen.
The answer: it depends.
🏡 Still paying off your house?
✈️ Dreaming of travel?
🎯 Other lifestyle goals?
Your retirement number isn’t one-size-fits-all. It’s built around you.
Let’s map out your goals and design a plan that makes them happen.
💰 How much do you really need to retire?
The answer: it depends.
🏡 Still paying off your house?
✈️ Dreaming of travel?
🎯 Other lifestyle goals?
Your retirement number isn’t one-size-fits-all. It’s built around you.
Let’s map out your goals and design a plan that makes them happen.
The answer: it depends.
🏡 Still paying off your house?
✈️ Dreaming of travel?
🎯 Other lifestyle goals?
Your retirement number isn’t one-size-fits-all. It’s built around you.
Let’s map out your goals and design a plan that makes them happen.
Small steps can lead to big wins when it comes to your financial future. Start building a solid foundation with smart strategies for debt management, investing and automated savings. Your future self will thank you.
We can work together to create a personalized financial roadmap that’s tailored to your life goals.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
We can work together to create a personalized financial roadmap that’s tailored to your life goals.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
Small steps can lead to big wins when it comes to your financial future. Start building a solid foundation with smart strategies for debt management, investing and automated savings. Your future self will thank you.
We can work together to create a personalized financial roadmap that’s tailored to your life goals.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
We can work together to create a personalized financial roadmap that’s tailored to your life goals.
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
Looking for ways to help reduce your income taxes?
We're here to help.
We're here to help.
Looking for ways to help reduce your income taxes?
We're here to help.
We're here to help.
A little sneak peak of an exciting project we’ve been working on… 👀🎥
A little sneak peak of an exciting project we’ve been working on… 👀🎥
Hope everyone is enjoying the golf season as much as we are!
Hope everyone is enjoying the golf season as much as we are!
Help your retirement savings go farther by:
- Maximizing government benefits
- Managing withdrawals from RRSPs to minimize taxes
- Considering downsizing your home
- Understanding healthcare coverage
These are just some of the ways we can make sense of the unknown!
- Maximizing government benefits
- Managing withdrawals from RRSPs to minimize taxes
- Considering downsizing your home
- Understanding healthcare coverage
These are just some of the ways we can make sense of the unknown!
Help your retirement savings go farther by:
- Maximizing government benefits
- Managing withdrawals from RRSPs to minimize taxes
- Considering downsizing your home
- Understanding healthcare coverage
These are just some of the ways we can make sense of the unknown!
- Maximizing government benefits
- Managing withdrawals from RRSPs to minimize taxes
- Considering downsizing your home
- Understanding healthcare coverage
These are just some of the ways we can make sense of the unknown!
Are you feeling squeezed between caring for your aging parents and supporting your own children? You're not alone.
Balancing multiple financial responsibilities can be overwhelming, but there are strategies to help.
Reach out and we can address your family's needs while helping to safeguard your own financial future.
Balancing multiple financial responsibilities can be overwhelming, but there are strategies to help.
Reach out and we can address your family's needs while helping to safeguard your own financial future.
Watch video
Proud to be a Gold Sponsor of the 73rd Annual Manning Rodeo, the biggest community event of the year! Giddy up, we’ll see you there!🤠🐎
Proud to be a Gold Sponsor of the 73rd Annual Manning Rodeo, the biggest community event of the year! Giddy up, we’ll see you there!🤠🐎
Happy Canada Day!
Our office will be closed June 27th - June 30th. Have a great weekend!
Our office will be closed June 27th - June 30th. Have a great weekend!
Happy Canada Day!
Our office will be closed June 27th - June 30th. Have a great weekend!
Our office will be closed June 27th - June 30th. Have a great weekend!
Check out our new and improved budget calculator!
It's super easy to use and you can send it our way when you're done!
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/budget-calculator/
It's super easy to use and you can send it our way when you're done!
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/budget-calculator/
Economic uncertainty -- a good reminder to be prepared for the unexpected. Let’s chat about how we can help protect your business.
Watch video
Proud Platinum Sponsor for the “Putt for a Playground” 2-Ball Golf Tournament being held at Condy Meadows this weekend!
We are always happy to support our amazing community – especially the kids that will be laughing and playing here for years to come!
We are always happy to support our amazing community – especially the kids that will be laughing and playing here for years to come!
Proud Platinum Sponsor for the “Putt for a Playground” 2-Ball Golf Tournament being held at Condy Meadows this weekend!
We are always happy to support our amazing community – especially the kids that will be laughing and playing here for years to come!
We are always happy to support our amazing community – especially the kids that will be laughing and playing here for years to come!
Life insurance is an important part of financial planning and individuals with higher net worth can unlock unique benefits like:
• Tax savings 💰
• Lifelong protection for family 👨👩👧👦
• Portfolio diversification 📊
Learn more by visiting https://www.sunlife.ca/en/tools-and-resources/money-and-finances/understanding-life-insurance/do-you-need-life-insurance-if-youre-wealthy/
#TaxEfficiency #WealthManagement #LifeInsurance
• Tax savings 💰
• Lifelong protection for family 👨👩👧👦
• Portfolio diversification 📊
Learn more by visiting https://www.sunlife.ca/en/tools-and-resources/money-and-finances/understanding-life-insurance/do-you-need-life-insurance-if-youre-wealthy/
#TaxEfficiency #WealthManagement #LifeInsurance
Our office will be closed tomorrow and Monday. Enjoy the long weekend, everyone!
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!
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.
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.
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
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
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.