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
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance products
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Saving and budgeting
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
See more articles
Beneficiaries: beware of what can go wrong if someone with a TFSA dies
Winning Financial Strategies: Lessons From The Tennis Court
