James G. Bilcox, CFP FMA PFP CCS
300-600 Crowfoot Crescent N.W. T3G0B4 Calgary, AB, Canada

I am pleased to congratulate Rowena Chan, President, Sun Life Financial Distributors (Canada) Inc. & Senior Vice-President, Distribution, on being named among Canada’s Leaders of Change by @InsuranceBusinessCanada. Rowena is a fearless leader, passionate mentor and bold change agent. She is being recognized as a trailblazer for her work promoting diversity, equity and inclusion while driving transformational change in the insurance industry. Find the full story here. https://bit.ly/3wOlowO

The cost of selling a home can catch homeowners by surprise. Make sure to #budget for expenses like moving costs, lawyer and realtor fees and land transfer tax. Need help making a plan? I can help. Contact me today.

Hello Friends, just a quick update. If you need to reach me by phone, the best (and now only way) is through my business cell 587-323-4260. The prior office line that may show on statements or online is no longer in use. This business cell is available for text after a quick opt-in consent on 1st attempt. Thank you. Have a lovely day!

Did you know that you could spend as many years retired as you did working? That’s a long time to cover expenses and have money to pay for your #retirement dreams. So what is something you can do right now to make saving for your retirement easier? If offered, participate in a workplace pension plan. It’s one of the greatest financial benefits in Canada. #pension #planningforthefuture

Registration is still open for this upcoming free financial literacy webinar entitled "Planning and Saving for the Future" put on by the Canadian Securities Institute Nov 17th 12pm EST. Im one of the panelists. We are expecting a fairly massive contingent of attendees from what I'm told. The more the merrier! #financialliteracymonth

In honour of Remembrance Day, we're recognizing the strength and courage displayed by Canadian Veterans.

Having a plan to meet financial goals is important. As an advisor I can help you get there. Let’s connect today.

As costs of care continue to rise, it’s important to make sure you’re financially protected so the burden doesn’t fall onto your loved ones. Here’s a quick 2-minute video to learn about the benefits of long term care insurance. When you’re ready to discuss your options, I’ll be here ready.