Blue Whale Financial Solutions Inc.

Blue Whale Financial Solutions Inc. We are Sun Life advisors. These are our 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 follow Joe Moffatt, CFP®
Jennie Aldworth - CFP®, CLU®
Fred Sundquist - CFP®, ChFC, CLU®
Kelly Binner
Elysia Hoyes
Brenda Heath
Sherilyn Chamberlain
Kelli Jorgenson
Kizzy Ramnarine
Stefanie Palmer
Nirja Soni
Dirk Leavesley


We are Sun Life advisors. A clear connection: Your relationship with Sun Life can b

e 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.

A good year on the farm can bring a different set of financial decisions.Once harvest starts coming in and you have a cl...
08/31/2026

A good year on the farm can bring a different set of financial decisions.

Once harvest starts coming in and you have a clearer picture of the year, it may be time to think about what you want that income to do next.

That could mean looking at your business, your family’s priorities, retirement or the future of the farm.

Your Blue Whale advisor can help you look at the bigger picture and explore an approach that reflects what matters to you.

https://web.sunlife.ca/blue-whale-financial-solutions-inc/home

There’s something about growing up on a Saskatchewan farm that stays with you.For Kelli, it meant learning the value of ...
08/28/2026

There’s something about growing up on a Saskatchewan farm that stays with you.

For Kelli, it meant learning the value of hard work while helping with her family’s grain and cattle operations near Abbey, SK.

Today, she brings that same work ethic to Blue Whale, along with 20+ years of experience in customer relations, ensuring Clients always feel welcomed, appreciated, and valued.

Your finances aren’t just a collection of accounts and numbers.They connect to your family, your business, the things yo...
08/26/2026

Your finances aren’t just a collection of accounts and numbers.

They connect to your family, your business, the things you’re working toward and the changes happening in your life.

Our team works together to understand Clients and help them explore an approach that reflects their priorities.

https://web.sunlife.ca/blue-whale-financial-solutions-inc/home

Knowing where you want to go is one thing. Figuring out how to get there can be another.Whether you’re thinking about re...
08/24/2026

Knowing where you want to go is one thing. Figuring out how to get there can be another.

Whether you’re thinking about retirement, protecting your family, growing your savings or navigating a change in your life, you don’t have to sort through every option on your own.

An advisor can help you understand your choices and build an approach around your goals.

Ready to start the conversation? https://web.sunlife.ca/blue-whale-financial-solutions-inc/home

Taking the first step does not have to be complicated. Your first meeting is an opportunity to talk about your goals, as...
08/21/2026

Taking the first step does not have to be complicated.

Your first meeting is an opportunity to talk about your goals, ask questions and explore financial strategies that fit your needs.

Wherever you are in your unique financial journey, your advisor can help you explore financial strategies that align with your goals.

https://web.sunlife.ca/blue-whale-financial-solutions-inc/contact-us

08/19/2026

Drop by and say hello to Stef and the team. 👋🏼

Buying a home is an exciting milestone. It is also a good time to review your financial strategy.Some permanent life ins...
08/17/2026

Buying a home is an exciting milestone. It is also a good time to review your financial strategy.

Some permanent life insurance policies may build cash value over time. Depending on your policy, you may be able to borrow against that value or use your policy as collateral.

Not every policy offers these features. An advisor can help you understand your options and determine what approach fits your needs.

https://web.sunlife.ca/blue-whale-financial-solutions-inc/contact-us

Preparing for a financial planning meeting can help make the conversation more productive.If you live with diabetes and ...
08/14/2026

Preparing for a financial planning meeting can help make the conversation more productive.

If you live with diabetes and want to discuss insurance long-term planning or the financial impact of your condition it helps to bring information about your diabetes-related expenses current insurance coverage income investments and other financial documents.

This gives your advisor a clearer picture of your financial situation.

Meet Kelly Binner Associate Advisor at Blue Whale Financial Solutions. Kelly enjoys helping Clients build confidence in ...
08/12/2026

Meet Kelly Binner Associate Advisor at Blue Whale Financial Solutions.

Kelly enjoys helping Clients build confidence in their financial decisions. She believes financial conversations should be clear, approachable and focused on what matters most to each Client.

Whether you are getting started or reviewing your current strategy, Kelly is committed to helping you feel informed every step of the way.

Want to meet Kelly in person? https://web.sunlife.ca/blue-whale-financial-solutions-inc/contact-us

We’re looking for two more Administrative Assistants to join our Moose Jaw team. In this role you'll help create a posit...
08/12/2026

We’re looking for two more Administrative Assistants to join our Moose Jaw team.

In this role you'll help create a positive experience for Clients while supporting our advisors behind the scenes. If you're organized, detail-oriented and enjoy building relationships, we'd love to hear from you.

What we're looking for:
🐳 Administrative experience
🐳 Financial services or banking experience
🐳 Strong communication and organizational skills
🐳 A desire to learn and grow

These are both full-time in-office positions with opportunities for professional development.

To apply please visit: https://ca.indeed.com/viewjob?jk=356e01dc17f30a24&from=shareddesktop_copy

We look forward to hearing from you!

Address

125 Ominica Street West
Moose Jaw, SK
S6H1X1

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+13066933088

Website

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