Janice James - Financial Planner, Sun Life

November is Diabetes Awareness Month. Did you know that Sun Life partners with Diabetes Canada? Check out our diabetes hub to get access to evidence-based information from experts, plus webinars, classes and more! https://www.sunlife.ca/en/health/diabetes-hub/

This Diabetes Awareness Month, let's all spend time learning about the reality of living with diabetes and advocating for a better future for everyone.

🏦 Planning for the future has never been more important! With estate planning, you can help preserve your legacy and create a lasting impact on your loved ones. If you’re ready to start growing generational wealth, reach out!

It's an honour to pass financial security on to your loved ones. You can help unlock opportunities like education, home ownership or a new business venture. However, a lot of times families don’t communicate well or heirs aren’t prepared to handle everything. I’m here to help you plan for you and your family’s future. Let’s get started.

It's World Savings Day. Why not take the time to add a few dollars to your rainy day account? Or take a big step towards achieving your financial goals! Let’s get you started today!

Are you a recent grad in your 20s? Married with a mortgage in your 30s? Planning your estate in your 50s? Whatever your age, you likely have two things in common with people in every age group:

1. There are people in your life whom you love.
2. You can’t predict the future.

If you’re trying to decide when to buy life insurance, learn about how it can help at different stages of life. Have questions? Reach out to me today!

What's the best age to get life insurance? Is it ever too soon or too late to buy life insurance? Do you even need life insurance? See what life insurance can do for you. Talk to a Sun Life advisor.

Happy Halloween!

Create a strategy that preserves your hard-earned assets for your loved ones' future. 📈 Don't leave your legacy to chance—take control today! Learn how you can help safeguard your wealth and leave a generous inheritance. Comment to get in touch.

The older your kids are, the tougher it can be for them to qualify for life insurance. It also gets more expensive. The smartest thing you can do is get them insured now, when they're still young. Let's set some time aside to get them started.

2024 is coming to an end soon. Have you met your financial resolutions? I can do a financial assessment and help you see what steps you can take to make sure you ✔️ this goal off your list.

Check out my website to learn more about how I can help you increase your net worth and improve your financial health.

Our tailored strategies help pave the way for efficient wealth transfer, setting the stage for a strong financial foundation and endless possibilities. 🚀💰 Comment below if you’re interested in learning more.👇

🍂 It’s small business week. Let’s thank the hard-working small business owners in our family, community and country!

If your child gets seriously ill, the last thing you want to worry about is how you’ll be able to afford taking care of them. Check out this article to learn more about how Critical Illness Insurance can help protect you and your family. https://sunlife.co/n0bh

This fall, let’s investigate health insurance that protects you and what you love most. Give me a call to get started.

This spooky season, I can help you take the fear out of your finances.

🎃 Build an emergency fund.
👻 Start paying off high-interest debt.
🧙 Create a family budget.

Get in touch to get started.

The Fall protection bundle offer is here for a limited time only! It’s a great time to bundle up and help protect your business from the unexpected. You may be able to save when you layer two or more Sun Life insurance solutions. Contact me to learn how you can protect your business and save.

Certain terms and conditions may apply.

Take advantage of the Fall protection bundle offer by December 31. Help protect your business from the unexpected. You may be able to save when you layer two or more Sun Life insurance solutions. Let’s discuss how we can help you feel more secure.

Certain terms and conditions may apply.

Limited time protection bundle offer! The days are getting colder, so it’s the perfect time to bundle up and protect your whole family. You may be able to save when you layer two or more Sun Life insurance solutions. Contact me to learn how you can protect your family and save.*

* Certain terms and conditions may apply. Contact me for more information.

It’s time for your fall financial check up! Set up an appointment and we’ll go over your progress towards your goals.

Still hoping to retire in 2024? Let’s connect to make sure you’re prepared.

Our comprehensive insurance coverage helps shield business owners from unforeseen events. 💼💪 Reach out and discover how our tailored insurance strategies can help provide you with peace of mind and unwavering support.

Cooler weather doesn’t mean your finances need to cool off. 🍂🍁🧣 Let’s review your financial strategy and help make sure it blankets all aspects of your life.

2024 will be over before we know it. Have you reached all your financial goals? I can help your money work harder for you. Contact my office to set up an appointment.

Get access to over 40 fund companies and 7,000 fund choices to build and diversify your investment portfolio when you move your investments Sun Life.

Plan for tomorrow with a trusted company that’s been helping Clients with their investment needs for 155+ years. Let’s chat.