Jody Heebner
Job title: Advisor, Sun Life
Area(s) served: Lethbridge and surrounding area
Helping your family
Whether you’re looking to protect your family from an unexpected illness, or build wealth for your own future, creating a strategy can help with your unique needs and goals. Regardless of what stage you’re in, you can feel more at peace knowing you’re protected and set up for success financially.
Helping people through transitional life periods
Are you working with an advisor and haven't heard from them in sometime? Maybe you would be interested in a second opinion? I’m here to guide you with actionable strategies that will help you reach your health and wealth goals.
Have you recently purchased a home? Perhaps you are recently divorced? Do you have young adult children entering the workforce who need to start saving for the future? Or maybe you just had a baby? What ever your unique situation is, I help people through these transitional periods in life. I’ll create a plan that helps you feel confident in your future.
My office is in Lethbridge, Alberta. I offer in-person and virtual appointment to Clients in the surrounding area. I would love the opportunity to sit down with you to review your needs and help you prepare for the unexpected. Contact my office to book your appointment.
Products and services
Business owners
Life insurance products
Saving, budgeting and investing
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Whether you're hitting the beach, having a BBQ, or checking out a festival, we wish you a safe and fun long weekend. Don't forget the sunscreen!
Whether you're hitting the beach, having a BBQ, or checking out a festival, we wish you a safe and fun long weekend. Don't forget the sunscreen!
Women’s wealth is growing. Here’s how advisors can serve them better | Advisor.ca
It is my ultimate goal to ensure that I am communicating well and at your level. As an advisor I want to provide you the necessary education to help you make informed and confident decisions about your finances and your future.
Reach out today to schedule a no pressure chat and discover how feeling empowered can change your view on your finances!
Connect now! jody.heebner@sunlife.com / 403-328-3306 x2220
Celebrate today by reaching out to a friend to plan a walk or simply share a meaningful conversation. Nurturing friendships is an investment in your overall health. Happy #InternationalDayofFriendship.
Celebrate today by reaching out to a friend to plan a walk or simply share a meaningful conversation. Nurturing friendships is an investment in your overall health. Happy #InternationalDayofFriendship.