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.
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.
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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
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.
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
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.
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.
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
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
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.