Jessie Sorensen - Associate Advisor, Sun Life

Jessie Sorensen - Associate Advisor, Sun Life I am focused on providing comprehensive financial solutions tailored to a clients unique needs.

Happy Global Day of Parents! 👨‍👩‍👧‍👦 Today, we honour parents around the world — those who nurture, guide and sacrifice ...
06/01/2026

Happy Global Day of Parents! 👨‍👩‍👧‍👦

Today, we honour parents around the world — those who nurture, guide and sacrifice to give their children the best possible start in life.

You're doing an amazing job. Let's make sure you have a plan that supports your family every step of the way.

Looking forward to our next Ladies on the Shores event coming up this June 15th 😍🥰 such an amazing group of women to spe...
05/29/2026

Looking forward to our next Ladies on the Shores event coming up this June 15th 😍🥰 such an amazing group of women to spend time with 🥂

You're building your future – let's help make sure it's protected. Whether you're planning for your growing family or t...
05/28/2026

You're building your future – let's help make sure it's protected.

Whether you're planning for your growing family or thinking about what you'll leave behind, our current offers make comprehensive coverage more affordable. Get 10% off permanent insurance when bundled with term insurance, and cash back on critical illness protection. Real savings for real life. Let’s chat! Offer ends July 31.

🔒 Myth: Money in a segregated fund is locked in. Your money can be accessed at any time; however, withdrawals will imp...
05/28/2026

🔒 Myth: Money in a segregated fund is locked in.

Your money can be accessed at any time; however, withdrawals will impact the guarantees (maturity and death benefit) associated with the specific contract. Often guarantees are 75% or 100% of your initial investments or market value, whichever is higher.

Get in touch to discuss whether a segregated fund is the right choice for your investments!

Everyone’s financial situation is different — and your investment approach should reflect that. Beyond stocks and bonds,...
05/26/2026

Everyone’s financial situation is different — and your investment approach should reflect that. Beyond stocks and bonds, there are other ways to help grow your wealth and reduce risk. Let's explore options that fit your comfort level, goals and the legacy you want to leave.

🔄 Myth buster: Segregated funds ≠ mutual funds.While both pool investor money for professional management, segregated fu...
05/21/2026

🔄 Myth buster: Segregated funds ≠ mutual funds.

While both pool investor money for professional management, segregated funds offer unique advantages.

Segregated Funds:
- Insurance products with principal guarantees
- Creditor protection potential
- Estate planning benefits

Mutual Funds:
- Simpler trusts without guarantees
- Typically lower costs
- No insurance benefits

Different tools for different goals. Which is right for you? Reach out and let’s discuss it.

Growing your family is exciting but can also be expensive. Balancing today's costs (childcare, diapers, activities) with...
05/14/2026

Growing your family is exciting but can also be expensive. Balancing today's costs (childcare, diapers, activities) with tomorrow's goals (education, home, experiences) takes planning. Let's build a family cash-flow roadmap that helps you save without sacrificing the moments that matter. Ready to create a strategy that works for your family? Get in touch. https://bit.ly/4eH1BI5

Strategic life insurance is a cornerstone of sophisticated financial planning. It allows you to help protect your family...
05/12/2026

Strategic life insurance is a cornerstone of sophisticated financial planning. It allows you to help protect your family. It's not just coverage; it's a wealth transfer tool. Let's help ensure your life insurance strategy matches your net worth and goals. Ready for a conversation? https://bit.ly/4uesc4k

Your leisure goals matter just as much as your long-term plans. Whether it's a dream vacation or a weekend getaway, let'...
04/30/2026

Your leisure goals matter just as much as your long-term plans. Whether it's a dream vacation or a weekend getaway, let's build a savings strategy that lets you enjoy life now while securing your future. Small contributions can add up fast. Let’s chat about options that work for you. https://bit.ly/3PcBi20

Address

103/1295 12th Street
Kamloops, BC
V2B3C8

Telephone

+12365975777

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