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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.
Canadian business owners are navigating a rapidly changing business environment. For many owners, that means building resilience is crucial to success.
Sun Life recognizes the vital role these businesses play in our country and is committed to helping them succeed. When business owners have the support they need, they’re better positioned to care for their employees, strengthen their businesses and invest in their communities.
Read our latest research and news release on the ripple effect behind small business success. https://www.sunlife.com/en/newsroom/news-releases/announcement/sun-life-research-reveals-the-ripple-effect-behind-small-business-success/124138/
Sun Life recognizes the vital role these businesses play in our country and is committed to helping them succeed. When business owners have the support they need, they’re better positioned to care for their employees, strengthen their businesses and invest in their communities.
Read our latest research and news release on the ripple effect behind small business success. https://www.sunlife.com/en/newsroom/news-releases/announcement/sun-life-research-reveals-the-ripple-effect-behind-small-business-success/124138/
Retirement planning doesn't have to be complicated. Sun Life One Plan helps turn your goals into a personalized financial roadmap so you can track your progress and plan for what matters most.
Ready to get started? Let's connect. https://advisor.sunlife.ca/rachel.jessup
#SunLifeOnePlan #SunLife
Ready to get started? Let's connect. https://advisor.sunlife.ca/rachel.jessup
#SunLifeOnePlan #SunLife
As we look ahead to 2027, it's a great moment to reflect. What worked financially this year? What could you improve? Taking time to review your goals helps you stay on track.
Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://advisor.sunlife.ca/rachel.jessup
Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://advisor.sunlife.ca/rachel.jessup
This Thanksgiving, we're grateful for the relationships, experiences and moments that bring meaning to our lives.
Wishing you a holiday filled with gratitude, connection, and time well spent with loved ones.
Happy Thanksgiving! 🍂
Wishing you a holiday filled with gratitude, connection, and time well spent with loved ones.
Happy Thanksgiving! 🍂
MYTH: Life insurance is only about leaving money behind.
REALITY: Permanent life insurance can protect you for life and help you build savings over time.
Could it work for you? Let's connect. https://advisor.sunlife.ca/rachel.jessup
REALITY: Permanent life insurance can protect you for life and help you build savings over time.
Could it work for you? Let's connect. https://advisor.sunlife.ca/rachel.jessup
Insurance isn't just about preparing for the unexpected. It's about helping protect the people, goals and plans that matter most to you.
What gives you the greatest peace of mind?
❤️ Family
🏠 Home
💼 Business
💰 Financial future
Share below, and let's discuss protection strategies tailored to your needs.
What gives you the greatest peace of mind?
❤️ Family
🏠 Home
💼 Business
💰 Financial future
Share below, and let's discuss protection strategies tailored to your needs.
Building financial confidence doesn't always require dramatic changes.
Sometimes it's as simple as automating savings, reviewing spending habits or increasing contributions by a small amount. Consistent actions can make a difference over time.
Let's talk about practical strategies that fit your lifestyle. https://advisor.sunlife.ca/rachel.jessup
Sometimes it's as simple as automating savings, reviewing spending habits or increasing contributions by a small amount. Consistent actions can make a difference over time.
Let's talk about practical strategies that fit your lifestyle. https://advisor.sunlife.ca/rachel.jessup
Investments are one part of a broader financial strategy.
They're tools that can help support retirement, education funding, travel plans, estate goals and more.
A clear strategy starts with understanding what you're investing for in the first place.
Let's connect and discuss how your investments align with your priorities.
They're tools that can help support retirement, education funding, travel plans, estate goals and more.
A clear strategy starts with understanding what you're investing for in the first place.
Let's connect and discuss how your investments align with your priorities.
Markets change. Priorities change. Life evolves and financial priorities often evolve with it. A review today can help keep your retirement roadmap aligned with your goals tomorrow.
Book a retirement roadmap session, and let's see where you stand.
Book a retirement roadmap session, and let's see where you stand.
Coverage that made sense several years ago may no longer align with your current circumstances. A new home, growing family, career change or business milestone can all affect your insurance needs.
If it's been a while since you reviewed your coverage, this may be a good time to revisit it. Let's review your current protection strategy and make sure it still fits your needs. https://advisor.sunlife.ca/rachel.jessup
If it's been a while since you reviewed your coverage, this may be a good time to revisit it. Let's review your current protection strategy and make sure it still fits your needs. https://advisor.sunlife.ca/rachel.jessup
September often brings fresh routines, new schedules and a chance to reset. It's also a great time to revisit financial goals. Whether you're saving for a home, planning a family vacation or building your emergency fund.
What's one financial goal you're focusing on this fall? Let us know in the comments below. 🍂
What's one financial goal you're focusing on this fall? Let us know in the comments below. 🍂
More travel? Less stress? More time with family? Retirement planning involves more than saving enough money. It's about creating a life you look forward to.
What does your ideal retirement include? Share one thing in the comments. ⬇️
If you're building toward retirement, together we can review if your financial strategy is aligned with the future you envision. https://advisor.sunlife.ca/rachel.jessup
What does your ideal retirement include? Share one thing in the comments. ⬇️
If you're building toward retirement, together we can review if your financial strategy is aligned with the future you envision. https://advisor.sunlife.ca/rachel.jessup
Many investors spend time trying to predict what markets will do next. Building an investment strategy aligned with your goals and time horizons may help you stay focused during changing market conditions.
Have questions about your investment strategy?
Let's chat about building a roadmap designed around your goals, timing needs and comfort level. https://advisor.sunlife.ca/rachel.jessup
Have questions about your investment strategy?
Let's chat about building a roadmap designed around your goals, timing needs and comfort level. https://advisor.sunlife.ca/rachel.jessup
Your mortgage is likely one of your biggest financial commitments. What happens to it if something unexpected occurs? Mortgage protection solutions help ensure your family can keep your home secure, no matter what life brings. Let's review your coverage and give you peace of mind. Reach out to discuss your options today. https://advisor.sunlife.ca/rachel.jessup
It’s not always about big financial moves. Sometimes it’s smaller, consistent decisions like saving, protecting, and planning that can help make the biggest difference over time. Starting early helps give you more flexibility, more options and more confidence for what’s ahead. https://advisor.sunlife.ca/rachel.jessup
Retirement looks different for everyone. Whether you’re planning to slow down, travel, or explore new passions, having a thoughtful strategy can help you get there with confidence. Explore ways to transition your savings into income that supports the lifestyle you envision. Let’s build a strategy that helps you move into retirement with clarity and confidence. https://advisor.sunlife.ca/rachel.jessup
Canada Plans Loans, Expanded Unemployment Aid to Counter US 50% Tariffs, Weighs Retaliation
Canada is preparing support measures including loans for affected businesses and expanded unemployment benefits in response to the US decision to impo
Canada Fights Back: The Industries Caught in Trump's New 50% Tariff Storm
Washington's 50% tariff on roughly US $20 billion of Canadian goods hits industries from wineries and honey producers to furniture makers and smartphone importers. With Canada's dollar-for-dollar retaliation set for September 8, few sectors are likely to avoid the impact.
Want your money to work for your family's future? 💰
Creating a plan to help your wealth last for generations takes more than hope. It takes strategy.
A solid financial roadmap can help you:
- Protect what you've built
- Minimize taxes
- Support loved ones for years to come
Let's talk about making your legacy last. Reach out to discuss your family's financial future. https://advisor.sunlife.ca/rachel.jessup
Creating a plan to help your wealth last for generations takes more than hope. It takes strategy.
A solid financial roadmap can help you:
- Protect what you've built
- Minimize taxes
- Support loved ones for years to come
Let's talk about making your legacy last. Reach out to discuss your family's financial future. https://advisor.sunlife.ca/rachel.jessup
Canada Has What America Needs: Why Energy and Critical Minerals Could Be Ottawa's Trump Card
Oil and electricity dominate the tariff debate, but Canada's real strength lies in its broader resource base, including uranium, potash, nickel and cobalt. The challenge is turning that advantage into meaningful leverage.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.