Jones Schack - Sun Life Financial Associate Advisor

101 - 2141 Springfield Road, Kelowna, V1Y 7X1 ,Canada
Jones Schack - Sun Life Financial Associate Advisor Jones Schack - Sun Life Financial Associate Advisor is one of the popular Insurance Agent located in 101 - 2141 Springfield Road ,Kelowna listed under Bank/financial services in Kelowna , Financial Planning in Kelowna , Investing Service in Kelowna , Insurance Agent in Kelowna ,

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More about Jones Schack - Sun Life Financial Associate Advisor

I work with people who are really passionate about what they do and help them make smart decisions with their money. I use a balanced approach to financial planning that uses a mix of insurance and wealth building strategies to help meet your life long goals.

When should you come see me? When you've just graduated. You're starting a new job. You're leaving your current job. You're getting married. You're buying your first home. You're expecting a new baby. You're starting up a new business. Or you're looking for some financial planning education.

Risk management specialties include:
- Life insurance
- Critical illness insurance
- Mortgage protection strategies
- Income protection strategies

Asset management expertise includes:
- Tax-free savings accounts
- Registered retirement savings plans
- Registered educations savings plans
- First time home buyers program

Business specialties include:

- Group Benefits
- Groups RRSP's and TFSA's
- Business Life and Critical insurance to fund buy-sell agreements, key- person insurance

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