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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Markets continued to move higher in Q3, with Canadian and U.S. equities reaching new record highs. While investors remain mindful of factors such as inflation, geopolitical tensions and trade disruptions, strong corporate earnings and ongoing economic growth helped support market confidence.
In times like these, having a clear financial strategy can make all the difference. Let's talk about how today's market environment fits into your long-term goals.
Get the full market update here, and then reach out to set up a time to chat. https://www.sunlife.ca/en/investments/quarterly-market-update/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
In times like these, having a clear financial strategy can make all the difference. Let's talk about how today's market environment fits into your long-term goals.
Get the full market update here, and then reach out to set up a time to chat. https://www.sunlife.ca/en/investments/quarterly-market-update/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
Markets continued to move higher in Q3, with Canadian and U.S. equities reaching new record highs. While investors remain mindful of factors such as inflation, geopolitical tensions and trade disruptions, strong corporate earnings and ongoing economic growth helped support market confidence.
In times like these, having a clear financial strategy can make all the difference. Let's talk about how today's market environment fits into your long-term goals.
Get the full market update here, and then reach out to set up a time to chat. https://www.sunlife.ca/en/investments/quarterly-market-update/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
In times like these, having a clear financial strategy can make all the difference. Let's talk about how today's market environment fits into your long-term goals.
Get the full market update here, and then reach out to set up a time to chat. https://www.sunlife.ca/en/investments/quarterly-market-update/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
Caring for two generations? Don’t lose sight of your own future.
Navigating the sandwich generation: balancing today’s responsibilities with tomorrow’s goals
Thursday, December 10, 2026, at 12 p.m. ET.
Are you helping aging parents while supporting children or young adults? You’re not alone. Many Canadians are balancing financial and caregiving responsibilities across generations.
In this complimentary webinar, you’ll:
- Understand the financial challenges facing the sandwich generation
- Explore strategies for balancing caregiving, family expenses and retirement savings
- Learn how inheritance and estate planning can help support a multigenerational financial strategy
Register today:
https://sunlife.zoom.us/webinar/register/6317615762678/WN_YoOr7FqRR72Oii232DH9XA#/registration
Navigating the sandwich generation: balancing today’s responsibilities with tomorrow’s goals
Thursday, December 10, 2026, at 12 p.m. ET.
Are you helping aging parents while supporting children or young adults? You’re not alone. Many Canadians are balancing financial and caregiving responsibilities across generations.
In this complimentary webinar, you’ll:
- Understand the financial challenges facing the sandwich generation
- Explore strategies for balancing caregiving, family expenses and retirement savings
- Learn how inheritance and estate planning can help support a multigenerational financial strategy
Register today:
https://sunlife.zoom.us/webinar/register/6317615762678/WN_YoOr7FqRR72Oii232DH9XA#/registration
Caring for two generations? Don’t lose sight of your own future.
Navigating the sandwich generation: balancing today’s responsibilities with tomorrow’s goals
Thursday, December 10, 2026, at 12 p.m. ET.
Are you helping aging parents while supporting children or young adults? You’re not alone. Many Canadians are balancing financial and caregiving responsibilities across generations.
In this complimentary webinar, you’ll:
- Understand the financial challenges facing the sandwich generation
- Explore strategies for balancing caregiving, family expenses and retirement savings
- Learn how inheritance and estate planning can help support a multigenerational financial strategy
Register today:
https://sunlife.zoom.us/webinar/register/6317615762678/WN_YoOr7FqRR72Oii232DH9XA#/registration
Navigating the sandwich generation: balancing today’s responsibilities with tomorrow’s goals
Thursday, December 10, 2026, at 12 p.m. ET.
Are you helping aging parents while supporting children or young adults? You’re not alone. Many Canadians are balancing financial and caregiving responsibilities across generations.
In this complimentary webinar, you’ll:
- Understand the financial challenges facing the sandwich generation
- Explore strategies for balancing caregiving, family expenses and retirement savings
- Learn how inheritance and estate planning can help support a multigenerational financial strategy
Register today:
https://sunlife.zoom.us/webinar/register/6317615762678/WN_YoOr7FqRR72Oii232DH9XA#/registration
Personal health insurance
Unexpected health expenses can show up when you least expect them. Personal health insurance can help cover things like prescription drugs, dental care, vision care and more, giving you added peace of mind when provincial coverage doesn't cover it all.
Learn more: https://www.sunlife.ca/en/health/personal-health-insurance/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
Learn more: https://www.sunlife.ca/en/health/personal-health-insurance/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor