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Insurance isn’t just protection...it’s a strategy.
Here at JL Financial, we go beyond the basics:
💡 Every detail considered
💡 Every risk managed
💡 Every dollar protected
Because your future deserves more than a one-size-fits-all plan.
#SunLifeOnePlan #Insurance #YourWealth
Here at JL Financial, we go beyond the basics:
💡 Every detail considered
💡 Every risk managed
💡 Every dollar protected
Because your future deserves more than a one-size-fits-all plan.
#SunLifeOnePlan #Insurance #YourWealth
Insurance isn’t just protection...it’s a strategy.
Here at JL Financial, we go beyond the basics:
💡 Every detail considered
💡 Every risk managed
💡 Every dollar protected
Because your future deserves more than a one-size-fits-all plan.
#SunLifeOnePlan #Insurance #YourWealth
Here at JL Financial, we go beyond the basics:
💡 Every detail considered
💡 Every risk managed
💡 Every dollar protected
Because your future deserves more than a one-size-fits-all plan.
#SunLifeOnePlan #Insurance #YourWealth
Making money is only part of the equation; ensuring it lasts a lifetime is what truly matters.
That's where our holistic approach comes in: combining investing strategies with the right insurance solutions to safeguard and grow your wealth.
When you're ready to take the long view, let's connect.
That's where our holistic approach comes in: combining investing strategies with the right insurance solutions to safeguard and grow your wealth.
When you're ready to take the long view, let's connect.
Don't leave the future of your finances to chance. Planning for income in retirement can help you:
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
Don't leave the future of your finances to chance. Planning for income in retirement can help you:
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
• minimize taxes
• maximize your retirement income
• ensure your savings last
Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.
#RetirementPlanning #FinancialSecurity #SunLifeOnePlan
A couple with a $200K income and a family of four earning $90K shouldn't be following the same advice.
That's why working with an Advisor should be personalized. If you want advice that looks at your whole picture, we're your go-to!
That's why working with an Advisor should be personalized. If you want advice that looks at your whole picture, we're your go-to!
A couple with a $200K income and a family of four earning $90K shouldn't be following the same advice.
That's why working with an Advisor should be personalized. If you want advice that looks at your whole picture, we're your go-to!
That's why working with an Advisor should be personalized. If you want advice that looks at your whole picture, we're your go-to!
You've worked hard to be successful...now let your money work harder for you!
We can help you grow your wealth, reduce taxes, and create the freedom to plan the retirement you want.
Let's chat!
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
We can help you grow your wealth, reduce taxes, and create the freedom to plan the retirement you want.
Let's chat!
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
You've worked hard to be successful...now let your money work harder for you!
We can help you grow your wealth, reduce taxes, and create the freedom to plan the retirement you want.
Let's chat!
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
We can help you grow your wealth, reduce taxes, and create the freedom to plan the retirement you want.
Let's chat!
#WealthManagement #FinancialRoadmap #SunLifeOnePlan
Connect | JL Financial Solutions Ltd. | Sun Life
📞 Booking Appointments & Service Requests with JL Financial
To keep everything organized and ensure nothing gets missed, please book appointments (in-person, in-home, or Zoom) by:
✅ Calling our office at 780-733-0910
✅ Using our online booking link: https://advisor.sunlife.ca/jl.financial/connect/
✅ Emailing us at jl.financial@sunlife.com
⚠️ Please note: We cannot schedule meetings or handle service requests through personal cell phones or text messages.
Thank you for your understanding. We look forward to connecting with you!
To keep everything organized and ensure nothing gets missed, please book appointments (in-person, in-home, or Zoom) by:
✅ Calling our office at 780-733-0910
✅ Using our online booking link: https://advisor.sunlife.ca/jl.financial/connect/
✅ Emailing us at jl.financial@sunlife.com
⚠️ Please note: We cannot schedule meetings or handle service requests through personal cell phones or text messages.
Thank you for your understanding. We look forward to connecting with you!
💰 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
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.