J.P. Fouillard
Job title: Advisor, Sun Life
Languages spoken: English
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Your focus
When working with me, you can trust that you’re in good hands. I know you lead a busy life and planning for your future may seem overwhelming. I’m here to take that weight off your shoulders so you can focus on running your business or career. Let me create a holistic plan that is customized to your needs and goals.
Your finances
When I create your plan, I look at your current state as well as your future goals. I create extraordinary value by collaborating with a team of experts and becoming the go-to for your professional needs. Your plan will include a clear path to retirement. I make sure I understand what leaving a legacy looks like to you so I can include your priorities in your plan. My goal is to create a retirement plan that you feel confident in.
Your freedom
Building a business is challenging and has many peaks and valleys along the way. I have spent years in the business sector specifically working to develop strategies that fulfill your needs. My goal is to give you peace of mind. I do this by creating customized insurance and wealth solutions to help protect your family and leave a legacy.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
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That's why Sun Life is here to support those managing diabetes. Let's connect to talk about how we can help provide peace of mind.
#DiabetesAwarenessMonth #FinancialWellness
That's why Sun Life is here to support those managing diabetes. Let's connect to talk about how we can help provide peace of mind.
#DiabetesAwarenessMonth #FinancialWellness
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.