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Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.
I am excited to share an important update.
What was once just Jody Heebner, Advisor is now.....
Next Chapter Financial Solutions.
This new name reflects the heart of my practice- helping others navigate change, gain clarity, and move forward with confidence through the financial challenges that come with every stage of life.
While the name has evolved, what hasn't changed is my commitment to thoughtful advice, trusted relationships and putting your best interest first.
Thank you for being part of this journey. I can't wait to step into this next chapter together.
#NextChapterFinancialSolutions #NewBeginnings #FinancialClarity
What was once just Jody Heebner, Advisor is now.....
Next Chapter Financial Solutions.
This new name reflects the heart of my practice- helping others navigate change, gain clarity, and move forward with confidence through the financial challenges that come with every stage of life.
While the name has evolved, what hasn't changed is my commitment to thoughtful advice, trusted relationships and putting your best interest first.
Thank you for being part of this journey. I can't wait to step into this next chapter together.
#NextChapterFinancialSolutions #NewBeginnings #FinancialClarity
I am excited to share an important update.
What was once just Jody Heebner, Advisor is now.....
Next Chapter Financial Solutions.
This new name reflects the heart of my practice- helping others navigate change, gain clarity, and move forward with confidence through the financial challenges that come with every stage of life.
While the name has evolved, what hasn't changed is my commitment to thoughtful advice, trusted relationships and putting your best interest first.
Thank you for being part of this journey. I can't wait to step into this next chapter together.
#NextChapterFinancialSolutions #NewBeginnings #FinancialClarity
What was once just Jody Heebner, Advisor is now.....
Next Chapter Financial Solutions.
This new name reflects the heart of my practice- helping others navigate change, gain clarity, and move forward with confidence through the financial challenges that come with every stage of life.
While the name has evolved, what hasn't changed is my commitment to thoughtful advice, trusted relationships and putting your best interest first.
Thank you for being part of this journey. I can't wait to step into this next chapter together.
#NextChapterFinancialSolutions #NewBeginnings #FinancialClarity
Why do so many of us struggle with saving, spending or even logging into our banking app? The truth is that our relationship with money is a lifelong journey: it often begins long before we open our first account.
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Why do so many of us struggle with saving, spending or even logging into our banking app? The truth is that our relationship with money is a lifelong journey: it often begins long before we open our first account.
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Begin the new year right, here’s how to start building healthy money habits now >>> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Q4 2025 market update: Hopes rising for interest rate cuts
Throughout the fourth quarter, economic, trade and artificial intelligence (AI) developments continued to shape market performance. Read our full update: https://www.sunlife.ca/en/investments/quarterly-market-update/
Throughout the fourth quarter, economic, trade and artificial intelligence (AI) developments continued to shape market performance. Read our full update: https://www.sunlife.ca/en/investments/quarterly-market-update/
Q4 2025 market update: Hopes rising for interest rate cuts
Throughout the fourth quarter, economic, trade and artificial intelligence (AI) developments continued to shape market performance. Read our full update: https://www.sunlife.ca/en/investments/quarterly-market-update/
Throughout the fourth quarter, economic, trade and artificial intelligence (AI) developments continued to shape market performance. Read our full update: https://www.sunlife.ca/en/investments/quarterly-market-update/
Love winter sports? Make sure you're covered for the unexpected. From ski injuries to hockey mishaps, the right insurance can help you recover fast. Learn more about your options before you venture out. Let’s chat.
https://advisor.sunlife.ca/jody.heebner/
https://advisor.sunlife.ca/jody.heebner/
Love winter sports? Make sure you're covered for the unexpected. From ski injuries to hockey mishaps, the right insurance can help you recover fast. Learn more about your options before you venture out. Let’s chat.
https://advisor.sunlife.ca/jody.heebner/
https://advisor.sunlife.ca/jody.heebner/
Tax season is approaching. Are you leveraging all available strategies to optimize your tax position? Let's review and explore your tax-efficient investment options.
https://advisor.sunlife.ca/jody.heebner/
https://advisor.sunlife.ca/jody.heebner/
Tax season is approaching. Are you leveraging all available strategies to optimize your tax position? Let's review and explore your tax-efficient investment options.
https://advisor.sunlife.ca/jody.heebner/
https://advisor.sunlife.ca/jody.heebner/
Market changes can affect your investments. As we enter 2026, it's a good time to:
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Get in touch today.
https://advisor.sunlife.ca/jody.heebner/
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Get in touch today.
https://advisor.sunlife.ca/jody.heebner/
Market changes can affect your investments. As we enter 2026, it's a good time to:
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Get in touch today.
https://advisor.sunlife.ca/jody.heebner/
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Get in touch today.
https://advisor.sunlife.ca/jody.heebner/
Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today!
https://advisor.sunlife.ca/jody.heebner/
https://advisor.sunlife.ca/jody.heebner/
Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today!
https://advisor.sunlife.ca/jody.heebner/
https://advisor.sunlife.ca/jody.heebner/
As we welcome 2026, your financial well-being remains top priority. This year let’s chat about how we can illuminate your path to financial security. Your next chapter starts today! Here’s to a prosperous year ahead.
As we welcome 2026, your financial well-being remains top priority. This year let’s chat about how we can illuminate your path to financial security. Your next chapter starts today! Here’s to a prosperous year ahead.
So long 2025! Thank you for your continued trust and partnership. We look forward to working together in the coming year.
Happy New Year to you and yours!
Happy New Year to you and yours!
So long 2025! Thank you for your continued trust and partnership. We look forward to working together in the coming year.
Happy New Year to you and yours!
Happy New Year to you and yours!
SMART goals
Welcome financial growth with goals that are:
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely
For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession
Let's work together to create a financial roadmap that aligns with the next chapter for your business. https://advisor.sunlife.ca/jody.heebner/
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely
For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession
Let's work together to create a financial roadmap that aligns with the next chapter for your business. https://advisor.sunlife.ca/jody.heebner/
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Is your child's education fund on track?
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/jody.heebner/
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/jody.heebner/
Is your child's education fund on track?
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/jody.heebner/
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/jody.heebner/
Your health and wealth are deeply connected. Consider health insurance solutions like critical illness, disability, and personal health coverage for unexpected challenges.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
Your health and wealth are deeply connected. Consider health insurance solutions like critical illness, disability, and personal health coverage for unexpected challenges.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
May your holidays be merry and your new year be filled with family, fun and financial health.
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✨ Holiday Office Hours ✨
We’ll be operating with modified hours over the Christmas & New Year season:
Closed Dec 24th-26th and Dec 31st-Jan 2nd
Regular Hours Resume: Monday Jan 5th, 2025
Thank you for an amazing year. Wishing you a cozy Christmas, a joyful holiday season, and a bright start to 2026. 🤍🎄🎆
#HappyHolidays #MerryChristmas #NewYear2026 #OfficeUpdate
We’ll be operating with modified hours over the Christmas & New Year season:
Closed Dec 24th-26th and Dec 31st-Jan 2nd
Regular Hours Resume: Monday Jan 5th, 2025
Thank you for an amazing year. Wishing you a cozy Christmas, a joyful holiday season, and a bright start to 2026. 🤍🎄🎆
#HappyHolidays #MerryChristmas #NewYear2026 #OfficeUpdate
✨ Holiday Office Hours ✨
We’ll be operating with modified hours over the Christmas & New Year season:
Closed Dec 24th-26th and Dec 31st-Jan 2nd
Regular Hours Resume: Monday Jan 5th, 2025
Thank you for an amazing year. Wishing you a cozy Christmas, a joyful holiday season, and a bright start to 2026. 🤍🎄🎆
#HappyHolidays #MerryChristmas #NewYear2026 #OfficeUpdate
We’ll be operating with modified hours over the Christmas & New Year season:
Closed Dec 24th-26th and Dec 31st-Jan 2nd
Regular Hours Resume: Monday Jan 5th, 2025
Thank you for an amazing year. Wishing you a cozy Christmas, a joyful holiday season, and a bright start to 2026. 🤍🎄🎆
#HappyHolidays #MerryChristmas #NewYear2026 #OfficeUpdate
As we reach the winter solstice, may the gradual return of light bring you warmth. This is an ideal time to slow down and focus inward.
Choosing rejuvenating practices that resonate with you personally can make it a meaningful and restorative experience.
Happy solstice to you and yours.
Choosing rejuvenating practices that resonate with you personally can make it a meaningful and restorative experience.
Happy solstice to you and yours.
As we reach the winter solstice, may the gradual return of light bring you warmth. This is an ideal time to slow down and focus inward.
Choosing rejuvenating practices that resonate with you personally can make it a meaningful and restorative experience.
Happy solstice to you and yours.
Choosing rejuvenating practices that resonate with you personally can make it a meaningful and restorative experience.
Happy solstice to you and yours.
Ready to take on every challenge
Life is full of exciting challenges and milestones. From graduation day to crossing the finish line, from buying your first home to expanding your family — every step is an adventure.
Get the peace of mind you need to make your next move.
For a limited time, you can save hundreds of dollars on critical illness insurance premiums for the life of the policy when bundled with term insurance*.
Let’s chat! https://advisor.sunlife.ca/jody.heebner/
*Terms and conditions apply
Get the peace of mind you need to make your next move.
For a limited time, you can save hundreds of dollars on critical illness insurance premiums for the life of the policy when bundled with term insurance*.
Let’s chat! https://advisor.sunlife.ca/jody.heebner/
*Terms and conditions apply
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Brighten lives with strategic giving
Maximize your charitable impact while optimizing tax benefits with strategic giving options. 🎁
Let's explore how tax-efficient donations can align with your philanthropic goals and financial strategy. Book a consultation to discuss your charitable giving plan for this year and beyond.
https://advisor.sunlife.ca/jody.heebner/
Let's explore how tax-efficient donations can align with your philanthropic goals and financial strategy. Book a consultation to discuss your charitable giving plan for this year and beyond.
https://advisor.sunlife.ca/jody.heebner/
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Don't let holiday joy turn into January budget blues. Unwrap our guide to seasonal spending, smart insurance tips and tax-saving strategies that keep your wallet merry and bright. Start 2026 financially strong!
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Don't let holiday joy turn into January budget blues. Unwrap our guide to seasonal spending, smart insurance tips and tax-saving strategies that keep your wallet merry and bright. Start 2026 financially strong!
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Sun Life’s current offer is the perfect opportunity to set your family up with lifetime protection while giving your wallet a break in the first year of coverage. Don’t wait, this offer ends December 31. Let’s chat!
Sun Life’s current offer is the perfect opportunity to set your family up with lifetime protection while giving your wallet a break in the first year of coverage. Don’t wait, this offer ends December 31. Let’s chat!
Don't miss out on potential tax savings and securing your nest egg. Here's why you should consider maximizing your RRSP contributions:
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
Don't miss out on potential tax savings and securing your nest egg. Here's why you should consider maximizing your RRSP contributions:
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.