Rachel Jessup
Job title: Financial Planner, Sun Life, QAFP™
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.
Lets work together
Making good decisions is the key to achieving lifetime financial security and I’ll help you along the way. We’ll work together by:
- assessing your current financial situation,
- setting achievable goals,
- developing a realistic approach to meet those goals,
- helping you work toward your goals and
- helping you revise that approach as your needs change.
Contact my office to book an appointment and get started on achieving your financial goals. Let's talk.
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, budgeting and investing
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
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Coordinating withdrawals from RRSPs, TFSAs and non-registered accounts can help keep more of your money working for you. Ask me about a coordinated approach for your retirement using Sun Life One Plan. https://advisor.sunlife.ca/rachel.jessup
#SunLifeOnePlan #TFSA #RRSP
#SunLifeOnePlan #TFSA #RRSP
Coordinating withdrawals from RRSPs, TFSAs and non-registered accounts can help keep more of your money working for you. Ask me about a coordinated approach for your retirement using Sun Life One Plan. https://advisor.sunlife.ca/rachel.jessup
#SunLifeOnePlan #TFSA #RRSP
#SunLifeOnePlan #TFSA #RRSP
Be prepared for whatever your next chapter brings. I can help you reach your financial goals.
Watch video
Join us for an exclusive Women in Wealth Networking Event in Vancouver that promises to be both inspiring and transformative!
Why Attend?
• Connect with influential industry leaders
• Exchange valuable insights with like-minded professionals
• Discover strategies to thrive in the financial industry
Event Details
• Date: April 28, 2026
• Time: 5:30 PM – 7:30 PM
• Location: The Vancouver Club, 915 W Hastings St., Vancouver
Earn 1 hour of CE credit
Don't miss this incredible opportunity to network, learn, and grow in your career. Spaces are limited, so reserve your spot today!
Find out how Sun Life empowers and supports women advisors.
Register now to reserve your spot:
https://survey.alchemer.com/s3/8740517/Empowering-Women-in-Wealth-Vancouver
Why Attend?
• Connect with influential industry leaders
• Exchange valuable insights with like-minded professionals
• Discover strategies to thrive in the financial industry
Event Details
• Date: April 28, 2026
• Time: 5:30 PM – 7:30 PM
• Location: The Vancouver Club, 915 W Hastings St., Vancouver
Earn 1 hour of CE credit
Don't miss this incredible opportunity to network, learn, and grow in your career. Spaces are limited, so reserve your spot today!
Find out how Sun Life empowers and supports women advisors.
Register now to reserve your spot:
https://survey.alchemer.com/s3/8740517/Empowering-Women-in-Wealth-Vancouver
Join us for an exclusive Women in Wealth Networking Event in Vancouver that promises to be both inspiring and transformative!
Why Attend?
• Connect with influential industry leaders
• Exchange valuable insights with like-minded professionals
• Discover strategies to thrive in the financial industry
Event Details
• Date: April 28, 2026
• Time: 5:30 PM – 7:30 PM
• Location: The Vancouver Club, 915 W Hastings St., Vancouver
Earn 1 hour of CE credit
Don't miss this incredible opportunity to network, learn, and grow in your career. Spaces are limited, so reserve your spot today!
Find out how Sun Life empowers and supports women advisors.
Register now to reserve your spot:
https://survey.alchemer.com/s3/8740517/Empowering-Women-in-Wealth-Vancouver
Why Attend?
• Connect with influential industry leaders
• Exchange valuable insights with like-minded professionals
• Discover strategies to thrive in the financial industry
Event Details
• Date: April 28, 2026
• Time: 5:30 PM – 7:30 PM
• Location: The Vancouver Club, 915 W Hastings St., Vancouver
Earn 1 hour of CE credit
Don't miss this incredible opportunity to network, learn, and grow in your career. Spaces are limited, so reserve your spot today!
Find out how Sun Life empowers and supports women advisors.
Register now to reserve your spot:
https://survey.alchemer.com/s3/8740517/Empowering-Women-in-Wealth-Vancouver