Jody Heebner

Diversified portfolio, not diversified advice

Optimize your portfolio by bringing your assets from various financial institutions together to one place.

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.

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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

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Business owners

Spend more time running your business and less time worrying about your business. A strong strategy can get you there.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving, budgeting and investing

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Stay informed

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10 tips for healthy eating on a budget

Suffering from sticker shock at the supermarket? Here are some expert tips on how to eat healthy for less.

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I’m celebrating 3 years as an advisor!
I received a Congratulatory card in the mail last week for an event I wasn't even aware of at the time. Thank you to Mark Dickson, our Regional VP at Sun Life, for the reminder that I recently passed my 3 year anniversary as an advisor.
Sending a big THANK YOU out to my clients, friends, family, fellow advisors, team members and Sun Life staff for your support throughout my journey.
I hope you all remember your small wins and take the time to celebrate them! Cheers!!
#WorkAnniversary

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.

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Office information

Lethbridge, Alberta

Phone:

(403) 328-3306 x2220

Email:

jody.heebner@sunlife.com

Address:

404 Scenic Drive South, , Lethbridge, AB, T1J 4S3 Canada

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