Janet James CFP, CLU - Financial Planner, Sun Life

11/10/2025

FREE WEBINAR 🚨
Financial planning for the modern family on Nov 18 at 12 p.m. ET.

From living solo to households that represent different combinations of people living together, the modern family can include a variety of family structures. Each has unique needs, and financial planning can be complex.

Join this discussion full of potential pitfalls that you may not be aware of and the importance of tailoring a financial plan to your unique situation.

Register today:

From living solo to households that represent different combinations of people living together, the modern family can include a variety of family structures. Each has unique needs and financial planning can be complex. Join us as we discuss potential pitfalls that you may not be aware of and the imp...

11/06/2025

Life's unpredictable journey calls for flexibility.

Are you ready for whatever comes your way?

Term insurance can be your safety net, giving you peace of mind and the freedom to update coverage at certain life changes.

Let's explore how to boost your resilience.

11/04/2025

For a limited time, you can save hundreds of dollars on critical illness insurance premiums for the life of the policy when bundled with term insurance*.

Critical illness insurance can help protect you financially if you face a serious illness.
Read this article to learn more: https://bit.ly/4opbaNZ

Reach out to discuss protection options.
*Terms and conditions apply.

Recovering from a serious illness can be expensive. But is critical illness insurance worth it? Find out.

10/29/2025

Life is full of big moments - buying a home, starting a family, saving for your kids' education. But how do you juggle it all while planning for retirement? Sun Life One Plan can help you prioritize your goals and make informed decisions for every milestone. Let’s connect to talk about your options.

10/27/2025

You've achieved so much already, but the best is yet to come. Sun Life One Plan helps successful women like you balance current lifestyle needs with long-term financial goals. Let's create a comprehensive strategy that helps protect your wealth and unlocks a lifetime of possibilities. Get in touch today.

10/23/2025

Small steps can lead to big wins when it comes to your financial future. Start building a solid foundation with smart strategies for debt management, investing and automated savings. Your future self will thank you.

Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.

10/21/2025

For a limited time get instant savings with our Term and Critical Illness Insurance bundle special offer!

Enjoy:
✅ a 5% discount on CII premiums for the life of the policy when bundled with Term*
✅ comprehensive coverage to protect what matters most

Don't miss out — this special offer is only available until December 31!
Get in touch now!

Find out more: https://bit.ly/3WkbKjx
*Terms and conditions apply.

10/17/2025

This Breast Cancer Awareness Month, we reaffirm our commitment to supporting Clients through every stage of life. Stay informed, stay vigilant, and know that we're here to help you prioritize your health.