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Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.
Ease into retirement with Sun Life One Plan
Your retirement plan should feel unique and tailored to you. Sun Life One Plan can help bring your goals, investments and income strategy together so you can see what’s possible. Get in touch to start planning your dream retirement. https://advisor.sunlife.ca/lilibeth.janer
#SunLifeOnePlan #RetirementPlanning
#SunLifeOnePlan #RetirementPlanning
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Disability can impact more than just your income — it can affect your financial priorities all at once. The right coverage can help create breathing room if you’re unable to work due to illness or injury. If your paycheque fuels your plans, they may be worth protecting. Get in touch to talk about your options. https://advisor.sunlife.ca/lilibeth.janer
A growing family is exciting — and it changes everything from monthly cash flow to longer-term goals. Childcare, activities, housing, education… it adds up fast. A realistic plan can help you balance today’s costs while still making progress on what matters most.
As wealth grows, so does complexity. Smart financial strategies look beyond traditional investing to financial roadmaps that help protect, grow, and transfer wealth more efficiently. From insurance, as part of an estate strategy, to broader diversification, we help bring the pieces together. Book a quick review.
Your retirement plan should feel personal — not generic. Sun Life One Plan can help bring your goals, investments and income strategy together into one clear financial roadmap, so you can see what’s possible and adjust as life changes. What would you like your retirement to look like? https://advisor.sunlife.ca/lilibeth.janer
#SunLifeOnePlan #RetirementPlanning
#SunLifeOnePlan #RetirementPlanning
You’re Invited to Petals and Plans🌸 (Plus a FREE DIY Bloom Bar!)
This one's for the ladies! I’m hosting a special event designed to help you flourish. Join me for an evening of creativity, flowers and community! Imagine indulging in delicious charcuterie and mocktails, and making your own custom bouquet to take home! Did I mention it's all FREE?
I’ll share a few "fresh" insights on how Critical Illness coverage acts as a trellis for your financial life — supporting you so you can focus on what matters most if life ever throws a curveball.
The Grand Prize Draw:
As a special thank you, all attendees will be entered into a draw to win a stunning floral arrangement!
Space is limited to 30 participants to ensure everyone has plenty of stems to choose from at the DIY Bloom Bar. Registration closes June 16 to allow for flower ordering. Reserve your spot now and I’ll see you at the Bloom Bar!
👉 CLICK HERE TO REGISTER NOW: https://docs.google.com/forms/d/e/1FAIpQLSfT0irh3IhMZ9w13eDa1ssIcM6bLPd1GJSbP0LlhQWHaEzidA/viewform
HIGHLIGHTS:
🕠 2 hours (5:30 - 7:30 pm)
🪪 Females only, 18+
📍 In-person
🅿️ Free street parking
🚪Doors open at 5:30pm
This one's for the ladies! I’m hosting a special event designed to help you flourish. Join me for an evening of creativity, flowers and community! Imagine indulging in delicious charcuterie and mocktails, and making your own custom bouquet to take home! Did I mention it's all FREE?
I’ll share a few "fresh" insights on how Critical Illness coverage acts as a trellis for your financial life — supporting you so you can focus on what matters most if life ever throws a curveball.
The Grand Prize Draw:
As a special thank you, all attendees will be entered into a draw to win a stunning floral arrangement!
Space is limited to 30 participants to ensure everyone has plenty of stems to choose from at the DIY Bloom Bar. Registration closes June 16 to allow for flower ordering. Reserve your spot now and I’ll see you at the Bloom Bar!
👉 CLICK HERE TO REGISTER NOW: https://docs.google.com/forms/d/e/1FAIpQLSfT0irh3IhMZ9w13eDa1ssIcM6bLPd1GJSbP0LlhQWHaEzidA/viewform
HIGHLIGHTS:
🕠 2 hours (5:30 - 7:30 pm)
🪪 Females only, 18+
📍 In-person
🅿️ Free street parking
🚪Doors open at 5:30pm
Congratulations on graduating! Now comes the next chapter, managing student debt while building your future. From repayment strategies to integrating loans into your financial roadmap, let's make sure you're set up for success. Whether it's buying a first home or saving for further education, we can help you navigate it all. Let's talk!
Thinking about retirement? Move from “a number” to a real plan. Income, timing, taxes and how you’ll use your savings all work better when they’re aligned. The sooner you explore your options, the more choices you may have later.
Life insurance isn't just about protection, it can be a smart way to build wealth.
When you choose permanent life coverage, you're creating an asset that grows over time, offers tax advantages and helps give you financial flexibility when you need it.
For informational purposes only. Curious to see how you could use life insurance as an asset? Let's chat!
When you choose permanent life coverage, you're creating an asset that grows over time, offers tax advantages and helps give you financial flexibility when you need it.
For informational purposes only. Curious to see how you could use life insurance as an asset? Let's chat!
When it comes to your portfolio, you don’t have to choose between growth and stability.
Adding permanent life insurance to your portfolio can give you the best of both worlds. It can deliver exceptionally low volatility while historically providing reliable, tax-efficient returns.
For informational purposes only. Want to see how permanent life insurance could boost your portfolio? Let's chat! https://advisor.sunlife.ca/lilibeth.janer
Adding permanent life insurance to your portfolio can give you the best of both worlds. It can deliver exceptionally low volatility while historically providing reliable, tax-efficient returns.
For informational purposes only. Want to see how permanent life insurance could boost your portfolio? Let's chat! https://advisor.sunlife.ca/lilibeth.janer
This June, we celebrate Senior's Month and honour the incredible contributions of older adults to our communities.
Seniors bring decades of wisdom, experience and resilience. Their stories inspire us and their strength helps shape our future.
Happy #SeniorsMonth
Seniors bring decades of wisdom, experience and resilience. Their stories inspire us and their strength helps shape our future.
Happy #SeniorsMonth
Why choose between protection and savings when you can have both? Bundle term and permanent life insurance to save 10% for life on your permanent policy, AND get money back on critical illness coverage.
Build complete protection for multiple life scenarios while maximizing your savings. Let's talk about your protection needs!
Build complete protection for multiple life scenarios while maximizing your savings. Let's talk about your protection needs!
You're building your future – let's help make sure it's protected.
Whether you're planning for your growing family or thinking about what you'll leave behind, our current offers make comprehensive coverage more affordable. Get 10% off permanent insurance when bundled with term insurance, and cash back on critical illness protection. Real savings for real life. Let’s chat! Offer ends July 31.
Whether you're planning for your growing family or thinking about what you'll leave behind, our current offers make comprehensive coverage more affordable. Get 10% off permanent insurance when bundled with term insurance, and cash back on critical illness protection. Real savings for real life. Let’s chat! Offer ends July 31.
Retirement doesn't mean the end of growth — it's the start of a new, exciting life chapter! Did you know Revenue Canada lets you withdraw from you Sun Life RRSP to pay for education and development, helping keep your mind sharp and your skills current?
Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you.
Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you.
Growing your family is exciting but can also be expensive. Balancing today's costs (childcare, diapers, activities) with tomorrow's goals (education, home, experiences) takes planning. Let's build a family cash-flow roadmap that helps you save without sacrificing the moments that matter. Ready to create a strategy that works for your family? Get in touch. https://advisor.sunlife.ca/lilibeth.janer
Retirement isn't just a number, it's a lifestyle. Whether you're dreaming of early retirement, a career shift or phased transition, we can help turn those dreams into reality. From income planning to investment strategy, let's create a one-of-a-kind roadmap using Sun Life One Plan. Your retirement story starts here. What does your ideal retirement look like? https://advisor.sunlife.ca/lilibeth.janer
#SunLifeOnePlan #RetirementPlanning
#SunLifeOnePlan #RetirementPlanning
Planning that dream summer getaway? Travel insurance is your safety net. From medical emergencies to trip cancellations, the right coverage means you can explore the world with confidence. Don't let unexpected costs derail your plans. You want to be protected for every adventure. What's your next destination?
Your leisure goals matter just as much as your long-term plans. Whether it's a dream vacation or a weekend getaway, let's build a savings strategy that lets you enjoy life now while securing your future. Small contributions can add up fast. Let’s chat about options that work for you. https://advisor.sunlife.ca/lilibeth.janer
Life is full of big moments - buying a home, starting a family, saving for your kids' education. But how do you juggle it all while planning for retirement? Sun Life One Plan can help you prioritize your goals and make informed decisions for every milestone. Let’s connect to talk about your options.
#SunLifeOnePlan #YourFinances #FinancialGoals
#SunLifeOnePlan #YourFinances #FinancialGoals
Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.
#SunLifeOnePlan #Insurance #YourWealth
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.