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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
Exciting news! You can now connect with the JL Financial team by text message.
Whether it's to:
• schedule an appointment
• ask a quick question
• get reminders and updates
It’s compliant, efficient, and handled by our full team – so you’ll always get a quick response.
Click the link below and start texting with us now!
optin.hearsaysocial.com/1485/text_message/phone/+15874131424
Whether it's to:
• schedule an appointment
• ask a quick question
• get reminders and updates
It’s compliant, efficient, and handled by our full team – so you’ll always get a quick response.
Click the link below and start texting with us now!
optin.hearsaysocial.com/1485/text_message/phone/+15874131424
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Through tailored, tax-efficient strategies, we'll align your investments, minimize inefficiencies, bring clarity to your fees, and maximize long-term outcomes.
For a more strategic approach to your financial future, let’s connect and create a plan that works for you.
For a more strategic approach to your financial future, let’s connect and create a plan that works for you.
Through tailored, tax-efficient strategies, we'll align your investments, minimize inefficiencies, bring clarity to your fees, and maximize long-term outcomes.
For a more strategic approach to your financial future, let’s connect and create a plan that works for you.
For a more strategic approach to your financial future, let’s connect and create a plan that works for you.
We're proud to work with families and business owners across Alberta, making high-level financial advice convenient, personal, and accessible.
It doesn't always have to happen in a boardroom. It happens where it's comfortable for you.
That's what relationship-based advice looks like.
It doesn't always have to happen in a boardroom. It happens where it's comfortable for you.
That's what relationship-based advice looks like.
Watch video
Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead.
Let's develop your personalized Sun Life One Plan.
#SunLifeOnePlan #FinancialSecurity
Let's develop your personalized Sun Life One Plan.
#SunLifeOnePlan #FinancialSecurity
Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead.
Let's develop your personalized Sun Life One Plan.
#SunLifeOnePlan #FinancialSecurity
Let's develop your personalized Sun Life One Plan.
#SunLifeOnePlan #FinancialSecurity
Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth
Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.
#SunLifeOnePlan #BusinessPlanning #BusinessOwner
We are grateful for you! Have a lovely Thanksgiving weekend🧡
Please note our office will be closed October 10-13
Please note our office will be closed October 10-13
We are grateful for you! Have a lovely Thanksgiving weekend🧡
Please note our office will be closed October 10-13
Please note our office will be closed October 10-13
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!
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.