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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.
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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!
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/
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.