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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.
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.
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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.
Retirement isn’t a number — it’s a roadmap. We’ll outline how your savings can become a reliable source of income. Together, let's build your withdrawal strategy.
#RetirementStrategy #Retirement #SunLife
#RetirementStrategy #Retirement #SunLife
Retirement isn’t a number — it’s a roadmap. We’ll outline how your savings can become a reliable source of income. Together, let's build your withdrawal strategy.
#RetirementStrategy #Retirement #SunLife
#RetirementStrategy #Retirement #SunLife
As proud partners and lifelong fans of the Toronto Raptors, we know every great play starts with a solid game plan – on and off the court.
Let’s go Raptors!
Let’s go Raptors!
As proud partners and lifelong fans of the Toronto Raptors, we know every great play starts with a solid game plan – on and off the court.
Let’s go Raptors!
Let’s go Raptors!
For the people cheering you on every day, protect their future with the ultimate defence: life insurance.
This is a good time to check in and review your life insurance coverage.
🏀See how much coverage you need to protect what matters most: https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
This is a good time to check in and review your life insurance coverage.
🏀See how much coverage you need to protect what matters most: https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
For the people cheering you on every day, protect their future with the ultimate defence: life insurance.
This is a good time to check in and review your life insurance coverage.
🏀See how much coverage you need to protect what matters most: https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
This is a good time to check in and review your life insurance coverage.
🏀See how much coverage you need to protect what matters most: https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
From health spending accounts to enhanced benefits, there are ways to cover what provincial plans don't — and sometimes save on taxes too. Let's explore what fits your needs and budget.
From health spending accounts to enhanced benefits, there are ways to cover what provincial plans don't — and sometimes save on taxes too. Let's explore what fits your needs and budget.
Tax season isn't just about filing — it's about planning ahead. From RRSP contributions to income splitting strategies, there are things you can do now to better position your finances for next year and beyond.
Get in touch to find out what strategies work best for you. https://advisor.sunlife.ca/rachel.jessup
Get in touch to find out what strategies work best for you. https://advisor.sunlife.ca/rachel.jessup
Tax season isn't just about filing — it's about planning ahead. From RRSP contributions to income splitting strategies, there are things you can do now to better position your finances for next year and beyond.
Get in touch to find out what strategies work best for you. https://advisor.sunlife.ca/rachel.jessup
Get in touch to find out what strategies work best for you. https://advisor.sunlife.ca/rachel.jessup
A withdrawal strategy can help create dependable income while helping you manage risk. Let’s chat about income planning basics that fit your needs. https://advisor.sunlife.ca/rachel.jessup
A withdrawal strategy can help create dependable income while helping you manage risk. Let’s chat about income planning basics that fit your needs. https://advisor.sunlife.ca/rachel.jessup
When it comes to your savings, don’t let common TFSA mistakes tip you overboard. Read this article on the 4 mistakes to avoid and then let’s connect to discuss how I can help you.
When it comes to your savings, don’t let common TFSA mistakes tip you overboard. Read this article on the 4 mistakes to avoid and then let’s connect to discuss how I can help you.
Key market themes in 2026
Empower yourself with easy-to-understand resources and learn more about the financial industry.
https://www.sunlifeglobalinvestments.com/en/insights/commentary/videos-and-podcasts/key-market-themes-2026/?slgi_r=investor
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
https://www.sunlifeglobalinvestments.com/en/insights/commentary/videos-and-podcasts/key-market-themes-2026/?slgi_r=investor
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Winter is still here, but your financial wellbeing can shine. Now's the perfect time to review your savings and investments and help ensure you're on track for growth. Let’s connect to explore Sun Life's diverse wealth solutions that we can tailor to your goals.
https://advisor.sunlife.ca/rachel.jessup
https://advisor.sunlife.ca/rachel.jessup
Winter is still here, but your financial wellbeing can shine. Now's the perfect time to review your savings and investments and help ensure you're on track for growth. Let’s connect to explore Sun Life's diverse wealth solutions that we can tailor to your goals.
https://advisor.sunlife.ca/rachel.jessup
https://advisor.sunlife.ca/rachel.jessup
Four ways financial advice delivers true value | Vanguard Canada
Empower yourself with easy-to-understand resources and learn more about the financial industry.
https://www.vanguard.ca/en/insights/four-ways-financial-advice-delivers-true-value
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
https://www.vanguard.ca/en/insights/four-ways-financial-advice-delivers-true-value
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Did you know that payout annuities can help provide financial predictability in retirement?
Benefits include:
• Reliable monthly income
• Protection against market volatility
• No investment management required
• Peace of mind planning
Discover how guaranteed income streams can complement retirement portfolios and provide stability. Let’s chat! https://advisor.sunlife.ca/rachel.jessup
Benefits include:
• Reliable monthly income
• Protection against market volatility
• No investment management required
• Peace of mind planning
Discover how guaranteed income streams can complement retirement portfolios and provide stability. Let’s chat! https://advisor.sunlife.ca/rachel.jessup
Did you know that payout annuities can help provide financial predictability in retirement?
Benefits include:
• Reliable monthly income
• Protection against market volatility
• No investment management required
• Peace of mind planning
Discover how guaranteed income streams can complement retirement portfolios and provide stability. Let’s chat! https://advisor.sunlife.ca/rachel.jessup
Benefits include:
• Reliable monthly income
• Protection against market volatility
• No investment management required
• Peace of mind planning
Discover how guaranteed income streams can complement retirement portfolios and provide stability. Let’s chat! https://advisor.sunlife.ca/rachel.jessup
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.