Janice James

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.

Service meets security. Your online Sunlife.ca account makes it simple and safe to view your savings and connect with me!

Here’s how small business owners can reduce their income taxes in Canada and help keep money in your pocket. #taxtips #smallbusiness

Happy Monday everyone! Here is your weekly dose of motivation. Do what makes you happy, be with who makes you smile, laugh as much as you breathe, and love as long as you live. Rachel Ann Nunes

If the pandemic has pushed you to an early retirement there are a few things you should consider before following through with plan B. Have questions? Contact me today.

Are you looking for ways to give your financial health a boost this new year? Here are 5 goals that can help you take back control of your finances and I can help you get there. Contact me today.

3 key dates to remember this new year: 1. TFSA contribution limit extension 2. RRSP contribution deadline 3. Income tax deadline... I'm here to help you plan through each one. Contact me today! https://advisor.sunlife.ca/janice.james/

Finding a family doctor who is accepting new patients can be challenging. Start your search with the right questions in mind. #LuminoHealthy

Have you been meaning to consolidate your savings into one place? Now is a great time to act! Get up to $500 and save on transfer fees, too. Find out more at sunlife.ca/consolidate.

According to a recent CIBC report, Canadian households are sitting on a record 90 billion dollars. Spending that right now may not be wise but what other ways can you make your savings work for you? Here are 4 ways you could put that money to use.

Christmas is a little under 2 months away meaning holiday planning is sure to begin soon. But, unlike every other year, this one will look a bit different. Here are a few tips to help make this holiday season fun and safe for everyone.

Give your family the power to decide. Spend your benefit paying down the mortgage and other expenses that address their needs. Want to learn more about how you can protect your beneficiaries? Contact me today.

If you were to retire today, do you know how much CPP you would receive? Understanding your CPP Statement of Contributions can be difficult. Let me help! Contact me today.

Set. Reach. Repeat. Discover how I can help you understand your goals, prepare for the unexpected and take advantage of new opportunities. Reach out today.

It’s a common misconception that our government health insurance will cover all of our health-care costs. There are a lot of expenses that might not be covered if unexpected health changes occur. That’s why it’s important to have continued protection in every stage of life. Need help choosing the right plan for you? Contact me today.

The CRA is sending letters to anyone who received CERB payments twice and asking them to repay by December 31st.

Did you know that it could cost $80,000 in 20 years to obtain a degree? As education costs continue to climb it becomes imperative that you start to save early. To begin saving for your child’s future, contact me today.

At Sun Life, we understand the importance of setting personal goals when it comes to financial health. We offer many services to help you achieve them all. Let's get you there.