Resources
Tools and calculators
Retirement savings calculator
What you get: An assessment of whether you’re saving enough to retire when and how you want.
Life insurance calculator
What you get: An estimate of the amount of coverage you need to protect those who depend on you
Budget calculator
What you get: An understanding of your income and expenses and a budget you can return to and update as your needs change.
Partners
Jessica Chau, BCom (Hons) CPA, CA, CPA (Washington), CFP®
Regional Director, Estate & Financial Planning Services, Western Region
As a complement to the services provided by Sun Life Financial advisors, Estate & Financial Planning Services (EFPS) connects clients with a planner who is highly skilled in all facets of financial planning – from investment and tax-efficient strategies to risk management tactics and wealth protection techniques. For over 60 years, EFPS has helped our clients continue to grow their wealth and preserve it for future generations.
Jessica provides leadership and direction for our team of financial planning professionals in the Western region. Jessica started her career at a public accounting firm where she practiced for over 10 years and held senior management positions specializing in taxation. Prior to joining Sun Life in March of 2020, Jessica worked with high net worth families and business owners in a senior financial planning role with a large financial institution in their wealth management practice.
In addition to the CFP and FEA designations, Jessica holds accounting designations in both Canada (CPA, CA) and in the US (CPA (Washington)).
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Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.