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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.

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

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.

Be a buddy, not a bully!

#pinkshirtday

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.

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.

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

🚀 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.

💰 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

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

LONG POST ALERT!

Don't fall into the same trap so many others do when it comes to your investments/savings. There’s a lot of information out there and just as many varying opinions. The best way to address this is to have ONE advisory firm you can TRUST.

Here’s 3 key advantages to consolidating your investments with us:

1. Diversify your portfolio, not your advice. It’s smart to choose different types of investments (obviously). However, when your investments are with multiple institutions and multiple advisors, no one is looking at the big picture for you and the advice you get can be conflicting, causing you confusion and frustration. Allowing us to diversify your investments will give you a more balanced portfolio and better risk management. That’s because we’ll know your total investment holdings, insurance, and can provide more concise information and recommendations. Not to mention, we have access to a wide variety of fund companies so you aren't stuck "putting all your eggs in one basket."

2. Lower costs and maximized financial planning opportunities. We offer plans that are fluid and flexible, adapting to your changing needs and goals. However, this can be greatly reduced with accounts spread across multiple institutions and you're likely to pay additional costs for transactions and maintaining all of these accounts. When you consolidate your assets with us, you are increasing your volume and lowering your overall fees.

3. It simplifies your life. Changing beneficiaries, obtaining tax slips, settling an estate, understanding your rate of return, etc. We get so many people who come in and ask for help because they have their finanical dealings all over the place. It's especially difficult after they've already lost a loved one and the task falls solely on their shoulders. You can simplify these tasks when your investments are in one place. It’s easier to monitor your investment performance, you’ll have one consolidated account statement, one website or app to log into, and one main point of contact to better serve you.

If you have been thinking about these things, now is the perfect time to set up a meeting with Jonathan or Ashley. Consolidate, simplify and improve!

Want to simplify your investment strategy?

We take a comprehensive approach tailored specifically for you.

Booking an appointment is easy! Call the office (780-733-0910), email us (jl.financial@sunlife.com), or visit our website at sunlife.ca/jl.financial