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.
Last summer, we shared a behind-the-scenes look at an exciting project we were working on. Now we’re proud to share it with you.
This video captures how we approach planning, and what matters most to us when working with Clients.
A big thank you to the Clients who stepped up and were part of this. We appreciate your trust and willingness to be involved.
If you’ve ever wondered what working with us actually looks like, this is a great place to start.
This video captures how we approach planning, and what matters most to us when working with Clients.
A big thank you to the Clients who stepped up and were part of this. We appreciate your trust and willingness to be involved.
If you’ve ever wondered what working with us actually looks like, this is a great place to start.
Watch video
Last summer, we shared a behind-the-scenes look at an exciting project we were working on. Now we’re proud to share it with you.
This video captures how we approach planning, and what matters most to us when working with Clients.
A big thank you to the Clients who stepped up and were part of this. We appreciate your trust and willingness to be involved.
If you’ve ever wondered what working with us actually looks like, this is a great place to start.
This video captures how we approach planning, and what matters most to us when working with Clients.
A big thank you to the Clients who stepped up and were part of this. We appreciate your trust and willingness to be involved.
If you’ve ever wondered what working with us actually looks like, this is a great place to start.
Watch video
Planning for the future isn’t about “if.” It’s about “when.”
Retirement, business transition, farm succession, and estate distribution are realities every family and business will face. The real challenge is ensuring your plan works the way you intend when those moments arrive.
Next month, we’re hosting an in‑person Tax & Estate Planning seminar in Manning, featuring insights from Mackenzie Investments’ tax and estate specialists. We’ll be exploring practical strategies for retirement planning, business and agricultural succession, and building a legacy that lasts.
It’s an important conversation for families, business owners, and farmers who want clarity and confidence in their long‑term planning.
Retirement, business transition, farm succession, and estate distribution are realities every family and business will face. The real challenge is ensuring your plan works the way you intend when those moments arrive.
Next month, we’re hosting an in‑person Tax & Estate Planning seminar in Manning, featuring insights from Mackenzie Investments’ tax and estate specialists. We’ll be exploring practical strategies for retirement planning, business and agricultural succession, and building a legacy that lasts.
It’s an important conversation for families, business owners, and farmers who want clarity and confidence in their long‑term planning.
Planning for the future isn’t about “if.” It’s about “when.”
Retirement, business transition, farm succession, and estate distribution are realities every family and business will face. The real challenge is ensuring your plan works the way you intend when those moments arrive.
Next month, we’re hosting an in‑person Tax & Estate Planning seminar in Manning, featuring insights from Mackenzie Investments’ tax and estate specialists. We’ll be exploring practical strategies for retirement planning, business and agricultural succession, and building a legacy that lasts.
It’s an important conversation for families, business owners, and farmers who want clarity and confidence in their long‑term planning.
Retirement, business transition, farm succession, and estate distribution are realities every family and business will face. The real challenge is ensuring your plan works the way you intend when those moments arrive.
Next month, we’re hosting an in‑person Tax & Estate Planning seminar in Manning, featuring insights from Mackenzie Investments’ tax and estate specialists. We’ll be exploring practical strategies for retirement planning, business and agricultural succession, and building a legacy that lasts.
It’s an important conversation for families, business owners, and farmers who want clarity and confidence in their long‑term planning.
Today our office is closed for Family Day.
Whether related by blood or by choice, family is about the people who steady you and show up when it matters.
We'll be back in the office tomorrow, February 17th.
Enjoy the day with the people who matter most!
Whether related by blood or by choice, family is about the people who steady you and show up when it matters.
We'll be back in the office tomorrow, February 17th.
Enjoy the day with the people who matter most!
Today our office is closed for Family Day.
Whether related by blood or by choice, family is about the people who steady you and show up when it matters.
We'll be back in the office tomorrow, February 17th.
Enjoy the day with the people who matter most!
Whether related by blood or by choice, family is about the people who steady you and show up when it matters.
We'll be back in the office tomorrow, February 17th.
Enjoy the day with the people who matter most!
Thoughtful planning ensures your assets reach the right people at the right time — with minimal tax impact. Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy
Start planning today for a seamless transition tomorrow. https://advisor.sunlife.ca/jl.financial/
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy
Start planning today for a seamless transition tomorrow. https://advisor.sunlife.ca/jl.financial/
Thoughtful planning ensures your assets reach the right people at the right time — with minimal tax impact. Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy
Start planning today for a seamless transition tomorrow. https://advisor.sunlife.ca/jl.financial/
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy
Start planning today for a seamless transition tomorrow. https://advisor.sunlife.ca/jl.financial/
Investing in Canadian or U.S. stocks? Here's what you need to know:
TFSA:
- Canadian stocks: gains and dividends are tax-free.
- U.S. stocks: there’s a 15% withholding tax on dividends.
RRSP:
- There’s no withholding tax on U.S. stock dividends.
- Future withdrawals will be taxed as ordinary income.
Want to optimize your retirement savings? Let's talk about your RRSP and TFSA strategy.
TFSA:
- Canadian stocks: gains and dividends are tax-free.
- U.S. stocks: there’s a 15% withholding tax on dividends.
RRSP:
- There’s no withholding tax on U.S. stock dividends.
- Future withdrawals will be taxed as ordinary income.
Want to optimize your retirement savings? Let's talk about your RRSP and TFSA strategy.
Investing in Canadian or U.S. stocks? Here's what you need to know:
TFSA:
- Canadian stocks: gains and dividends are tax-free.
- U.S. stocks: there’s a 15% withholding tax on dividends.
RRSP:
- There’s no withholding tax on U.S. stock dividends.
- Future withdrawals will be taxed as ordinary income.
Want to optimize your retirement savings? Let's talk about your RRSP and TFSA strategy.
TFSA:
- Canadian stocks: gains and dividends are tax-free.
- U.S. stocks: there’s a 15% withholding tax on dividends.
RRSP:
- There’s no withholding tax on U.S. stock dividends.
- Future withdrawals will be taxed as ordinary income.
Want to optimize your retirement savings? Let's talk about your RRSP and TFSA strategy.
Whether navigating business/farm succession, protecting family wealth or maximizing tax efficiency, we help ensure your legacy reflects your current vision and helps protect what matters most.
Ready to review your plan? Reach out today. https://advisor.sunlife.ca/jl.financial/
Ready to review your plan? Reach out today. https://advisor.sunlife.ca/jl.financial/
Whether navigating business/farm succession, protecting family wealth or maximizing tax efficiency, we help ensure your legacy reflects your current vision and helps protect what matters most.
Ready to review your plan? Reach out today. https://advisor.sunlife.ca/jl.financial/
Ready to review your plan? Reach out today. https://advisor.sunlife.ca/jl.financial/
February is Heart Health Month. Heart disease affects 1 in 12 Canadian adults – a reminder of why protecting both your health and your financial wellbeing matters.
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Connect with us to learn more.
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Connect with us to learn more.
February is Heart Health Month. Heart disease affects 1 in 12 Canadian adults – a reminder of why protecting both your health and your financial wellbeing matters.
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Connect with us to learn more.
Critical illness insurance can help provide financial support when you need it most, helping you focus on recovery without the added stress of financial uncertainty. Connect with us to learn more.
Watch video
Jonathan was a featured presenter at Sun Life Northern Alberta’s AGM yesterday in Edmonton, sharing perspective on why the client relationship matters before any product, strategy, or solution.
Trust isn’t built through transactions. It’s built through consistency, clarity, and professionalism.
Trust isn’t built through transactions. It’s built through consistency, clarity, and professionalism.
Jonathan was a featured presenter at Sun Life Northern Alberta’s AGM yesterday in Edmonton, sharing perspective on why the client relationship matters before any product, strategy, or solution.
Trust isn’t built through transactions. It’s built through consistency, clarity, and professionalism.
Trust isn’t built through transactions. It’s built through consistency, clarity, and professionalism.
We don't just work here. We live here.
Proudly serving Albertans with clear, experienced, accountable advice.
Proudly serving Albertans with clear, experienced, accountable advice.
We don't just work here. We live here.
Proudly serving Albertans with clear, experienced, accountable advice.
Proudly serving Albertans with clear, experienced, accountable advice.
Total Cost Reporting is changing what investors see.
Soon, your statement will show the full cost of your investments in dollars, not buried in percentages or fine print.
We have always disclosed fees upfront.
Clearly.
In plain language.
Not every advisor does.
If you’ve never reviewed this section of your statement or if you don't fully understand it, you’re not behind. You’re normal.
But transparency matters when you’re deciding whether the advice you’re getting is actually worth it.
Read the line that matters.
Then ask better questions.
Link in comments/bio
Soon, your statement will show the full cost of your investments in dollars, not buried in percentages or fine print.
We have always disclosed fees upfront.
Clearly.
In plain language.
Not every advisor does.
If you’ve never reviewed this section of your statement or if you don't fully understand it, you’re not behind. You’re normal.
But transparency matters when you’re deciding whether the advice you’re getting is actually worth it.
Read the line that matters.
Then ask better questions.
Link in comments/bio
Total Cost Reporting is changing what investors see.
Soon, your statement will show the full cost of your investments in dollars, not buried in percentages or fine print.
We have always disclosed fees upfront.
Clearly.
In plain language.
Not every advisor does.
If you’ve never reviewed this section of your statement or if you don't fully understand it, you’re not behind. You’re normal.
But transparency matters when you’re deciding whether the advice you’re getting is actually worth it.
Read the line that matters.
Then ask better questions.
Link in comments/bio
Soon, your statement will show the full cost of your investments in dollars, not buried in percentages or fine print.
We have always disclosed fees upfront.
Clearly.
In plain language.
Not every advisor does.
If you’ve never reviewed this section of your statement or if you don't fully understand it, you’re not behind. You’re normal.
But transparency matters when you’re deciding whether the advice you’re getting is actually worth it.
Read the line that matters.
Then ask better questions.
Link in comments/bio
What is high dividend-yield investing? A guide to passive income
High dividend yield investing works best when dividends are supported by earnings and cash flow, not declining share prices.
Yield alone doesn’t tell the full story. The source of the yield matters.
Yield alone doesn’t tell the full story. The source of the yield matters.
Wishing you a very Merry Christmas and a Happy New Year!
Wishing you a very Merry Christmas and a Happy New Year!
Please note our office will be closed from December 24 to January 4. If you have an urgent request during this time, please call us at (780)-733-0910 or text us at (587)-413-1424. Otherwise, we will see you in the new year!
Please note our office will be closed from December 24 to January 4. If you have an urgent request during this time, please call us at (780)-733-0910 or text us at (587)-413-1424. Otherwise, we will see you in the new year!
What is a lack of organization costing you?
Watch video
“2026 isn’t the year to chase trends…it’s the year to build balance, resilience, and purposefully allocated portfolios.”
This is where our disciplined approach shows up.
https://www.investmentexecutive.com/uncategorized/diversification-will-matter-more-than-ever-in-2026/
This is where our disciplined approach shows up.
https://www.investmentexecutive.com/uncategorized/diversification-will-matter-more-than-ever-in-2026/
As the year wraps up, it's a good time to check in on your financial health. A quick, focused review helps you stay on track and adjust for anything that changed this year.
Here's what we can cover:
➡️ Review where you're at
➡️ Discuss any life changes
➡️ Set strategies for the year ahead
If you want to get a meeting on our calendar you can:
📞 Call us: 780-733-0910
📱 Text us: +1 (587) 413-1424
✉️ Email us: JL.Financial@sunlife.com
🌐 Visit us: sunlife.ca/jl.financial
Here's what we can cover:
➡️ Review where you're at
➡️ Discuss any life changes
➡️ Set strategies for the year ahead
If you want to get a meeting on our calendar you can:
📞 Call us: 780-733-0910
📱 Text us: +1 (587) 413-1424
✉️ Email us: JL.Financial@sunlife.com
🌐 Visit us: sunlife.ca/jl.financial
As the year wraps up, it's a good time to check in on your financial health. A quick, focused review helps you stay on track and adjust for anything that changed this year.
Here's what we can cover:
➡️ Review where you're at
➡️ Discuss any life changes
➡️ Set strategies for the year ahead
If you want to get a meeting on our calendar you can:
📞 Call us: 780-733-0910
📱 Text us: +1 (587) 413-1424
✉️ Email us: JL.Financial@sunlife.com
🌐 Visit us: sunlife.ca/jl.financial
Here's what we can cover:
➡️ Review where you're at
➡️ Discuss any life changes
➡️ Set strategies for the year ahead
If you want to get a meeting on our calendar you can:
📞 Call us: 780-733-0910
📱 Text us: +1 (587) 413-1424
✉️ Email us: JL.Financial@sunlife.com
🌐 Visit us: sunlife.ca/jl.financial
Smart legacy-building strategies:
-Review and update your estate plan 📄
-Explore tax-efficient wealth transfer options 💰
-Discuss your values and wishes with loved ones 💖
-Consider charitable giving strategies 🎁
-Evaluate the benefits of trusts for asset protection 🛡️
A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.
We'll design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.
-Review and update your estate plan 📄
-Explore tax-efficient wealth transfer options 💰
-Discuss your values and wishes with loved ones 💖
-Consider charitable giving strategies 🎁
-Evaluate the benefits of trusts for asset protection 🛡️
A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.
We'll design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.
As winter approaches, have you taken a moment to review your tax strategy?
Here are a few things worth considering before year-end:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Let's create a personalized year-end tax optimization strategy. Remember, even small changes can have a big impact on your financial future.
#TaxPlanning
Here are a few things worth considering before year-end:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Let's create a personalized year-end tax optimization strategy. Remember, even small changes can have a big impact on your financial future.
#TaxPlanning
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.