Jeff Roberts - Sun Life Financial

Jeff Roberts - Sun Life Financial I will work closely with you to fully understand your specific situation and goals. I am a Sun Life advisor.

These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo. Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

04/15/2026

I HEREBY DECLARE THAT I DO NOT GIVE MY PERMISSION FOR FACEBOOK OR META TO USE ANY OF MY PERSONAL DATA.

How much money do you actually need when you retire? Well, it depends on your circumstances and goals. Will you have hou...
09/11/2025

How much money do you actually need when you retire? Well, it depends on your circumstances and goals. Will you have house payments? Do you want to travel?

Let’s assess your goals to help ensure your financial roadmap helps you get there.

Consider insurance for business owners if: - You and your family rely on your business for your main source of income...
09/09/2025

Consider insurance for business owners if:

- You and your family rely on your business for your main source of income.
- You want to make sure there will be money to fund a buy-sell agreement if you or one of your business partners die.
- You’re looking for assets to use as security for a business loan.

Reach out and we can discuss all the way business owner insurance could help you and your business.

Paying off student loans? Get in touch to see how paying down your loans can fit into your overall financial roadmap.
09/04/2025

Paying off student loans?

Get in touch to see how paying down your loans can fit into your overall financial roadmap.

If you’re a high earner, you may have noticed you’re paying a lot at tax time. The good news is there may be a way to re...
09/02/2025

If you’re a high earner, you may have noticed you’re paying a lot at tax time. The good news is there may be a way to reduce your tax burden.

Reach out and we can see how making some small changes may help reduce your tax bill at tax time.

Parents, grandparents, relatives and friends can contribute money into an RESP (up to a lifetime contribution of $50,000...
08/29/2025

Parents, grandparents, relatives and friends can contribute money into an RESP (up to a lifetime contribution of $50,000 per child).

Get in touch to set up an RESP for your child.

When inflation rises during retirement, it's important to take proactive steps to protect your purchasing power and fina...
08/28/2025

When inflation rises during retirement, it's important to take proactive steps to protect your purchasing power and financial stability. Here are some strategies to consider:

- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible

Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.

Have you started a side gig to supplement your full-time income? Here are some tips to help you out on the financial sid...
08/26/2025

Have you started a side gig to supplement your full-time income? Here are some tips to help you out on the financial side of things:

- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance

If you have questions about how to handle your new income, reach out!

08/21/2025

With the summer break wrapping up, it’s a great time to think about your child’s RESPs. Get in touch to discuss your contributions and if you’re on track to set them up for success in their future.

When you’re bringing in a high income, it’s important to manage it effectively. You want to make sure you’re making your...
08/19/2025

When you’re bringing in a high income, it’s important to manage it effectively. You want to make sure you’re making your hard earned money go as far as possible.

Let’s connect to discuss your strategy.

08/15/2025

How much will it cost for your child(ren) to go to school? Use this registered education savings (RESP) calculator to find out how much you need to save and understand how planned savings (including an RESP), government grants and other contributions) can help cover your child(ren)'s post-secondary education costs.

Get results in just a few clicks. https://bit.ly/45CkIg6

Check out these tips to help your retirement savings go farther: - Maximize government benefits - Manage withdrawals fro...
08/14/2025

Check out these tips to help your retirement savings go farther:

- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage

Let’s chat and explore your options.

Address

19978 72 Avenue/Suite 307
Langley, BC
V2Y1R7

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 5pm

Telephone

+16044671300

Website

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