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.

As wealth grows, financial priorities often become more complex. Are your investments, tax strategies, estate plans and ...
09/01/2026

As wealth grows, financial priorities often become more complex.

Are your investments, tax strategies, estate plans and protection solutions all working together toward the same goals? It may be worth reviewing how these areas fit together based on your circumstances.

What is your main financial priority right now? ⬇️ Share below:
• Growing wealth
• Protecting wealth
• Leaving a legacy
• Creating retirement income

What is your financial personality type? 💸 When it comes to managing money, everyone has a unique style. Are you: 🏅 The ...
08/21/2026

What is your financial personality type? 💸

When it comes to managing money, everyone has a unique style. Are you:
🏅 The Ultimate Planner – Your spreadsheet is your best friend.
👜 The Balanced Enjoyer – You save diligently but never skip out on a great coffee.
💳 The Passive Saver – You prefer a hands-off, set-it-and-forget-it approach.

No matter your style, the best financial habits are the ones that work for your lifestyle. Drop your emoji in the comments below! 👇

🍋🤩 Lemonade Day Kamloops is tomorrow 🍋🤩Stop by the office and show your support! We'll be serving up ice cold lemonade a...
08/20/2026

🍋🤩 Lemonade Day Kamloops is tomorrow 🍋🤩
Stop by the office and show your support! We'll be serving up ice cold lemonade and grinding up some handmade snowcones 😉 🌟 Come say hi to my kiddo as he takes on his first business venture 🌟

How will your wealth support your loved ones? We can help you create a wealth transfer strategy that aligns with your va...
08/18/2026

How will your wealth support your loved ones? We can help you create a wealth transfer strategy that aligns with your values and provides for those who matter most. Let's build a roadmap that works for your family.

Let's connect and start planning today. https://bit.ly/4xRKJVq

It's never too early to start. When kids learn about money young, they make smarter choices later. 💡 Here's how to get s...
08/06/2026

It's never too early to start. When kids learn about money young, they make smarter choices later. 💡

Here's how to get started:

• Give them an allowance and let them decide how to spend it
• Talk openly about budgeting and saving
• Show them how saving reaches big goals 🎯
• Make learning fun and age-appropriate

Small money conversations today build confident adults tomorrow.

Ready to help your kids build money confidence? Reach out and let's talk about it. https://bit.ly/4wJjsEl

Estate planning isn't just about money, it's about legacy. Have you thought about how your assets will be managed and di...
08/04/2026

Estate planning isn't just about money, it's about legacy. Have you thought about how your assets will be managed and distributed? Let's create a strategy that reflects your values and protects what matters most.

Ready to get started? Reach out to discuss your estate plan today. https://bit.ly/457Sj1L

Buying a home, growing your family, building your career — there’s a lot to balance. Creating a personalized financial r...
07/23/2026

Buying a home, growing your family, building your career — there’s a lot to balance. Creating a personalized financial roadmap early can help you stay on track while still living for today. Small steps today can make a meaningful difference over time. Get in touch to discuss options that will work best for you. https://bit.ly/4gPlVIk

You’ve built significant wealth. Now it’s about making it last. With the right approach, you can help reduce tax impacts...
07/21/2026

You’ve built significant wealth. Now it’s about making it last. With the right approach, you can help reduce tax impacts, protect your estate and create a legacy that supports the people and causes you care about. Let’s build a strategy that helps you move into retirement with clarity and confidence. Book a conversation to start shaping your legacy. https://bit.ly/4vAOzR3

Saving for your goals shouldn’t mean skipping the fun. Whether you’re planning travel, a wedding, a big experience or yo...
07/09/2026

Saving for your goals shouldn’t mean skipping the fun. Whether you’re planning travel, a wedding, a big experience or your next “chapter,” the right strategy can help you set aside cash intentionally while still staying on track. Let's transform your priorities into a financial roadmap you can commit to. https://bit.ly/3Rblo90

Our team had such a great time last week helping the United Way BC - Thompson Nicola Cariboo serve up some amazing homem...
07/08/2026

Our team had such a great time last week helping the United Way BC - Thompson Nicola Cariboo serve up some amazing homemade bannock and chili at the Kamloops Aboriginal Friendship Society (Kafs Kamloops). It was great way to say thank you to all the community members and organizations that help support the Elders Health and Wellness Division of the KAFS. Everyone left with smiles and bellies full of food 🥰💛☀️

Address

103/1295 12th Street
Kamloops, BC
V2B3C8

Telephone

+12365975777

Website

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