Jim McIlroy - Advisor, Sun Life

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Winnipeg, MB
Jim McIlroy - Advisor, Sun Life

We will work together so I have a full understanding of your situation and goals.

I will then help you make informed choices to help you prepare financially for the future.

10/30/2026

What would happen to your family's finances if life took an unexpected turn?

Mortgage protection solutions can help provide financial support if you're diagnosed with a covered critical illness or pass away unexpectedly. The benefit can help support your family's needs, including your mortgage and other important expenses.

Let's talk about a solution that can help protect your family's future. https://bit.ly/47VAFzI

10/29/2026

Protecting your partnership: a two-step approach.

Building a life together means protecting it together. Here's our simple framework:
Step 1: Life Insurance for each partner
Step 2: Critical Illness Insurance for each partner

This flexible approach works whether you're just starting out or refining your existing protection. Together we can explore your unique needs and create a solution that fits your budget.

Ready to strengthen your protection? Let's talk!

10/23/2026

The holidays are just around the corner, and so are the expenses that come with them.

Set a budget before you shop. It'll help you enjoy the season without as much financial stress in January.

Need a bit of inspiration? Polish up on your budgeting skills here https://bit.ly/3U8VLaB

Do you live paycheque to paycheque? No money left over for savings? It’s probably time to make a budget.

10/16/2026

Unexpected health expenses can show up when you least expect them. Personal health insurance can help cover things like prescription drugs, dental care, vision care and more, giving you added peace of mind when provincial coverage doesn't cover it all.

Learn more: https://bit.ly/4dGEcFk

Sunlife can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.

10/15/2026

Have you considered how a serious illness could affect your finances while you’re still working and supporting your family?

Critical illness insurance protects more than just your future — it helps safeguard your financial stability during recovery when you need it most.

If you're diagnosed with one of 26 covered illnesses and meet policy requirements, critical illness insurance provides a lump-sum benefit you can use for whatever matters: medical expenses, mortgage payments, lost income or ongoing care. That means you can focus on getting better instead of worrying about finances.

Those eligible can benefit from 10% lower premiums for life when you bundle critical illness coverage with other protection solutions. This rate locks in permanently giving you lasting financial security. Get in touch to see if this offer is right for you. https://bit.ly/4i6QBnt

*Terms and conditions apply

10/09/2026

Retirement planning doesn't have to be complicated. Sun Life One Plan helps turn your goals into a personalized financial roadmap so you can track your progress and plan for what matters most.

Ready to get started? Let's connect. https://bit.ly/3Ui9njK

10/09/2026

As we look ahead to 2027, it's a great moment to reflect. What worked financially this year? What could you improve? Taking time to review your goals helps you stay on track.

Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://bit.ly/4hRS0hG

10/02/2026

Insurance isn't just about preparing for the unexpected. It's about helping protect the people, goals and plans that matter most to you.

What gives you the greatest peace of mind?
❤️ Family
🏠 Home
💼 Business
💰 Financial future

Share below, and let's discuss protection strategies tailored to your needs.

10/01/2026

Building financial confidence doesn't always require dramatic changes.

Sometimes it's as simple as automating savings, reviewing spending habits or increasing contributions by a small amount. Consistent actions can make a difference over time.

Let's talk about practical strategies that fit your lifestyle. https://bit.ly/4hVh4Fw

09/25/2026

Investments are one part of a broader financial strategy.

They're tools that can help support retirement, education funding, travel plans, estate goals and more.

A clear strategy starts with understanding what you're investing for in the first place.

Let's connect and discuss how your investments align with your priorities.

Address

Suite 504/1020 Lorimer Boulevard
Winnipeg, MB
R3P1C7

Website

http://www.sunlife.ca/jim.mcilroy

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