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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.
Every investment decision has tax implications. As a savvy investor, optimizing your tax efficiency can help you keep more of what you earn. Let's review your portfolio strategy and explore tax-efficient approaches tailored to your wealth. https://advisor.sunlife.ca/rachel.jessup
Every investment decision has tax implications. As a savvy investor, optimizing your tax efficiency can help you keep more of what you earn. Let's review your portfolio strategy and explore tax-efficient approaches tailored to your wealth. https://advisor.sunlife.ca/rachel.jessup
Changing jobs or wrapping up your career? It's the perfect time to review your investments and benefits. Let's talk about transitioning your group investments smoothly and planning your next chapter. Whether it's consolidating accounts or adjusting your strategy, we're here to help.
https://www.sunlife.ca/en/choices/leaving-group-investments/
#CareerTransition #InvestmentPlanning
https://www.sunlife.ca/en/choices/leaving-group-investments/
#CareerTransition #InvestmentPlanning
Learn more about financial planning for modern family .
Wednesday, May 13, 2026 06:00 PM, ET
One size doesn't fit all when it comes to family finances. Today's households look different than ever, and that means different money challenges. Watch this webinar to learn how to navigate pitfalls and build a financial plan that actually works for your situation.
Register Today:
https://sunlife.zoom.us/webinar/register/7217671144652/WN_VQCW90yVSsCc7b3A_qRoWQ#/registration
Wednesday, May 13, 2026 06:00 PM, ET
One size doesn't fit all when it comes to family finances. Today's households look different than ever, and that means different money challenges. Watch this webinar to learn how to navigate pitfalls and build a financial plan that actually works for your situation.
Register Today:
https://sunlife.zoom.us/webinar/register/7217671144652/WN_VQCW90yVSsCc7b3A_qRoWQ#/registration
Learn more about financial planning for modern family .
Wednesday, May 13, 2026 06:00 PM, ET
One size doesn't fit all when it comes to family finances. Today's households look different than ever, and that means different money challenges. Watch this webinar to learn how to navigate pitfalls and build a financial plan that actually works for your situation.
Register Today:
https://sunlife.zoom.us/webinar/register/7217671144652/WN_VQCW90yVSsCc7b3A_qRoWQ#/registration
Wednesday, May 13, 2026 06:00 PM, ET
One size doesn't fit all when it comes to family finances. Today's households look different than ever, and that means different money challenges. Watch this webinar to learn how to navigate pitfalls and build a financial plan that actually works for your situation.
Register Today:
https://sunlife.zoom.us/webinar/register/7217671144652/WN_VQCW90yVSsCc7b3A_qRoWQ#/registration
Help make money discussions in your family normal. Simple conversations can help build strong habits. Get in touch for age-appropriate tips for your kid(s). Ask for our family finance checklist.
#FamilyFinances #FinancialLiteracy
#FamilyFinances #FinancialLiteracy
Help make money discussions in your family normal. Simple conversations can help build strong habits. Get in touch for age-appropriate tips for your kid(s). Ask for our family finance checklist.
#FamilyFinances #FinancialLiteracy
#FamilyFinances #FinancialLiteracy
Join us on Thursday, May 21, 2026 for the Women in Wealth Networking Event in Calgary.
Created for wealth advisors, this event offers an opportunity to connect with fellow professionals, exchange insights, and take part in discussions focused on growth, leadership, and success in today's financial landscape. Attendees will enjoy lunch and earn 1 CE credit.
Event Details
• Date: Thursday, May 21, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Teatro Ristorante, 200 8 Ave SE, Calgary AB, T2G 0K7
Space is limited. Register to reserve your spot:
https://survey.alchemer.com/s3/8740520/Empowering-Women-in-Wealth-Calgary
Created for wealth advisors, this event offers an opportunity to connect with fellow professionals, exchange insights, and take part in discussions focused on growth, leadership, and success in today's financial landscape. Attendees will enjoy lunch and earn 1 CE credit.
Event Details
• Date: Thursday, May 21, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Teatro Ristorante, 200 8 Ave SE, Calgary AB, T2G 0K7
Space is limited. Register to reserve your spot:
https://survey.alchemer.com/s3/8740520/Empowering-Women-in-Wealth-Calgary
Join us on Thursday, May 21, 2026 for the Women in Wealth Networking Event in Calgary.
Created for wealth advisors, this event offers an opportunity to connect with fellow professionals, exchange insights, and take part in discussions focused on growth, leadership, and success in today's financial landscape. Attendees will enjoy lunch and earn 1 CE credit.
Event Details
• Date: Thursday, May 21, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Teatro Ristorante, 200 8 Ave SE, Calgary AB, T2G 0K7
Space is limited. Register to reserve your spot:
https://survey.alchemer.com/s3/8740520/Empowering-Women-in-Wealth-Calgary
Created for wealth advisors, this event offers an opportunity to connect with fellow professionals, exchange insights, and take part in discussions focused on growth, leadership, and success in today's financial landscape. Attendees will enjoy lunch and earn 1 CE credit.
Event Details
• Date: Thursday, May 21, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Teatro Ristorante, 200 8 Ave SE, Calgary AB, T2G 0K7
Space is limited. Register to reserve your spot:
https://survey.alchemer.com/s3/8740520/Empowering-Women-in-Wealth-Calgary
Join us on Thursday, May 21, 2026 for the Women in Wealth Networking Event in Edmonton.
Created for wealth advisors, this event offers an opportunity to connect with fellow professionals, exchange insights, and take part in discussions focused on growth, leadership, and success in today's financial landscape. Attendees will enjoy lunch and earn 1 CE credit.
Event Details
• Date: Thursday, May 21, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Teatro Ristorante, 200 8 Ave SE, Calgary AB, T2G 0K7
Space is limited. Register to reserve your spot:
Created for wealth advisors, this event offers an opportunity to connect with fellow professionals, exchange insights, and take part in discussions focused on growth, leadership, and success in today's financial landscape. Attendees will enjoy lunch and earn 1 CE credit.
Event Details
• Date: Thursday, May 21, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Teatro Ristorante, 200 8 Ave SE, Calgary AB, T2G 0K7
Space is limited. Register to reserve your spot:
Join us on Thursday, May 21, 2026 for the Women in Wealth Networking Event in Edmonton.
Created for wealth advisors, this event offers an opportunity to connect with fellow professionals, exchange insights, and take part in discussions focused on growth, leadership, and success in today's financial landscape. Attendees will enjoy lunch and earn 1 CE credit.
Event Details
• Date: Thursday, May 21, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Teatro Ristorante, 200 8 Ave SE, Calgary AB, T2G 0K7
Space is limited. Register to reserve your spot:
Created for wealth advisors, this event offers an opportunity to connect with fellow professionals, exchange insights, and take part in discussions focused on growth, leadership, and success in today's financial landscape. Attendees will enjoy lunch and earn 1 CE credit.
Event Details
• Date: Thursday, May 21, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Teatro Ristorante, 200 8 Ave SE, Calgary AB, T2G 0K7
Space is limited. Register to reserve your spot:
Q1 2026 market update: North American markets hit record highs amid global shifts.
As we entered 2026, strong corporate earnings and AI optimism helped Canadian and U.S. equity markets reach new record highs. Yet geopolitical tensions, trade policy changes and reemerging inflation concerns remind us that markets remain dynamic.
Read the full update: https://www.sunlife.ca/en/investments/quarterly-market-update/
Have questions about your portfolio? Get in touch to chat.
As we entered 2026, strong corporate earnings and AI optimism helped Canadian and U.S. equity markets reach new record highs. Yet geopolitical tensions, trade policy changes and reemerging inflation concerns remind us that markets remain dynamic.
Read the full update: https://www.sunlife.ca/en/investments/quarterly-market-update/
Have questions about your portfolio? Get in touch to chat.
Q1 2026 market update: North American markets hit record highs amid global shifts.
As we entered 2026, strong corporate earnings and AI optimism helped Canadian and U.S. equity markets reach new record highs. Yet geopolitical tensions, trade policy changes and reemerging inflation concerns remind us that markets remain dynamic.
Read the full update: https://www.sunlife.ca/en/investments/quarterly-market-update/
Have questions about your portfolio? Get in touch to chat.
As we entered 2026, strong corporate earnings and AI optimism helped Canadian and U.S. equity markets reach new record highs. Yet geopolitical tensions, trade policy changes and reemerging inflation concerns remind us that markets remain dynamic.
Read the full update: https://www.sunlife.ca/en/investments/quarterly-market-update/
Have questions about your portfolio? Get in touch to chat.
A withdrawal framework can help you create more reliable income while still managing risk. Let’s discuss how to make the most of it. https://advisor.sunlife.ca/rachel.jessup
A withdrawal framework can help you create more reliable income while still managing risk. Let’s discuss how to make the most of it. https://advisor.sunlife.ca/rachel.jessup
Did you get a tax refund? This is your chance to boost your retirement readiness. Strategic RRSP contributions or tax-efficient withdrawals can help maximize your refund's impact on your retirement roadmap. Let's make every dollar count.https://advisor.sunlife.ca/rachel.jessup
Did you get a tax refund? This is your chance to boost your retirement readiness. Strategic RRSP contributions or tax-efficient withdrawals can help maximize your refund's impact on your retirement roadmap. Let's make every dollar count.https://advisor.sunlife.ca/rachel.jessup
Life insurance helps ensure your family can maintain their lifestyle, pay off debts and fund future goals even after you die. Simple, affordable coverage can make all the difference. Message me for a personalized coverage estimate. https://advisor.sunlife.ca/rachel.jessup
Life insurance helps ensure your family can maintain their lifestyle, pay off debts and fund future goals even after you die. Simple, affordable coverage can make all the difference. Message me for a personalized coverage estimate. https://advisor.sunlife.ca/rachel.jessup
Short‑, mid‑ and long‑term goals — consider organizing into a Sun Life One Plan so you can act with more confidence. Let’s get started on your #SunLifeOnePlan.
Message me for details. https://advisor.sunlife.ca/rachel.jessup
Message me for details. https://advisor.sunlife.ca/rachel.jessup
Short‑, mid‑ and long‑term goals — consider organizing into a Sun Life One Plan so you can act with more confidence. Let’s get started on your #SunLifeOnePlan.
Message me for details. https://advisor.sunlife.ca/rachel.jessup
Message me for details. https://advisor.sunlife.ca/rachel.jessup
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
A holistic financial roadmap balances protection, investment and access to cash for life’s moments. Together we can tailor an approach that fits your financial needs. Ask me about Sun Life One Plan. https://advisor.sunlife.ca/rachel.jessup
#SunLifeOnePlan
#SunLifeOnePlan
A holistic financial roadmap balances protection, investment and access to cash for life’s moments. Together we can tailor an approach that fits your financial needs. Ask me about Sun Life One Plan. https://advisor.sunlife.ca/rachel.jessup
#SunLifeOnePlan
#SunLifeOnePlan
Join us on Friday, May 22, 2026 for the Women in Wealth Networking Event in Edmonton.
Created for wealth advisors, this event offers an opportunity to connect with fellow professionals, exchange insights, and take part in discussions focused on growth, leadership, and success in today's financial landscape. Attendees will enjoy lunch and earn 1 CE credit.
Event Details
• Date: Friday, May 22, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Royal Glenora Club 11160 River Valley Rd NW, Edmonton
Space is limited. Register to reserve your spot:
https://survey.alchemer.com/s3/8740519/Empowering-Women-in-Wealth-Edmonton
Created for wealth advisors, this event offers an opportunity to connect with fellow professionals, exchange insights, and take part in discussions focused on growth, leadership, and success in today's financial landscape. Attendees will enjoy lunch and earn 1 CE credit.
Event Details
• Date: Friday, May 22, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Royal Glenora Club 11160 River Valley Rd NW, Edmonton
Space is limited. Register to reserve your spot:
https://survey.alchemer.com/s3/8740519/Empowering-Women-in-Wealth-Edmonton
Join us on Friday, May 22, 2026 for the Women in Wealth Networking Event in Edmonton.
Created for wealth advisors, this event offers an opportunity to connect with fellow professionals, exchange insights, and take part in discussions focused on growth, leadership, and success in today's financial landscape. Attendees will enjoy lunch and earn 1 CE credit.
Event Details
• Date: Friday, May 22, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Royal Glenora Club 11160 River Valley Rd NW, Edmonton
Space is limited. Register to reserve your spot:
https://survey.alchemer.com/s3/8740519/Empowering-Women-in-Wealth-Edmonton
Created for wealth advisors, this event offers an opportunity to connect with fellow professionals, exchange insights, and take part in discussions focused on growth, leadership, and success in today's financial landscape. Attendees will enjoy lunch and earn 1 CE credit.
Event Details
• Date: Friday, May 22, 2026
• Time: 11:30 AM – 2:00 PM
• Location: Royal Glenora Club 11160 River Valley Rd NW, Edmonton
Space is limited. Register to reserve your spot:
https://survey.alchemer.com/s3/8740519/Empowering-Women-in-Wealth-Edmonton
A simple plan helps balance today’s cost with tomorrow’s goals. Let’s build a family cash-flow roadmap that works for you.
https://advisor.sunlife.ca/rachel.jessup
https://advisor.sunlife.ca/rachel.jessup
A simple plan helps balance today’s cost with tomorrow’s goals. Let’s build a family cash-flow roadmap that works for you.
https://advisor.sunlife.ca/rachel.jessup
https://advisor.sunlife.ca/rachel.jessup
With Sun Life's free life insurance calculator, in just a few minutes you can easily predict how much life insurance you might need. Try it out, then let’s connect to chat more!
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
With Sun Life's free life insurance calculator, in just a few minutes you can easily predict how much life insurance you might need. Try it out, then let’s connect to chat more!
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
Feeling Uneasy About Markets? These 3 Canadian Dividend Stocks Are Built for Times Like These
In choppy markets, dividends can steady your nerves by turning volatility into cash you can reinvest.https://advisor.sunlife.ca/rachel.jessup
Life is unpredictable. What if you got an unexpected diagnosis? I'm here to help! Learn how critical illness insurance could help protect your finances.
Life is unpredictable. What if you got an unexpected diagnosis? I'm here to help! Learn how critical illness insurance could help protect your finances.
Have questions?
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