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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.
Your tax refund is an opportunity to invest in the future. Instead of letting it sit, let's explore smart ways to put it to work. From RRSP contributions to investment strategies, there are options to help grow your wealth. Let's explore what works best for your goals. https://advisor.sunlife.ca/jody.heebner/
Your tax refund is an opportunity to invest in the future. Instead of letting it sit, let's explore smart ways to put it to work. From RRSP contributions to investment strategies, there are options to help grow your wealth. Let's explore what works best for your goals. https://advisor.sunlife.ca/jody.heebner/
Changing jobs or wrapping up your career? It's the perfect time to review your investments and benefits. Let's talk about transitioning your group investments smoothly and planning your next chapter. Whether it's consolidating accounts or adjusting your strategy, we're here to help.
https://www.sunlife.ca/en/choices/leaving-group-investments/
#CareerTransition #InvestmentPlanning
https://www.sunlife.ca/en/choices/leaving-group-investments/
#CareerTransition #InvestmentPlanning
Help make money discussions in your family normal. Simple conversations can help build strong habits. Get in touch for age-appropriate tips for your kid(s). Ask for our family finance checklist.
#FamilyFinances #FinancialLiteracy
#FamilyFinances #FinancialLiteracy
Help make money discussions in your family normal. Simple conversations can help build strong habits. Get in touch for age-appropriate tips for your kid(s). Ask for our family finance checklist.
#FamilyFinances #FinancialLiteracy
#FamilyFinances #FinancialLiteracy
Did you get a tax refund? This is your chance to boost your retirement readiness. Strategic RRSP contributions or tax-efficient withdrawals can help maximize your refund's impact on your retirement roadmap. Let's make every dollar count.https://advisor.sunlife.ca/jody.heebner/
Did you get a tax refund? This is your chance to boost your retirement readiness. Strategic RRSP contributions or tax-efficient withdrawals can help maximize your refund's impact on your retirement roadmap. Let's make every dollar count.https://advisor.sunlife.ca/jody.heebner/
Q1 2026 market update: North American markets hit record highs amid global shifts.
As we entered 2026, strong corporate earnings and AI optimism helped Canadian and U.S. equity markets reach new record highs. Yet geopolitical tensions, trade policy changes and reemerging inflation concerns remind us that markets remain dynamic.
Read the full update: https://www.sunlife.ca/en/investments/quarterly-market-update/
Have questions about your portfolio? Get in touch to chat.
As we entered 2026, strong corporate earnings and AI optimism helped Canadian and U.S. equity markets reach new record highs. Yet geopolitical tensions, trade policy changes and reemerging inflation concerns remind us that markets remain dynamic.
Read the full update: https://www.sunlife.ca/en/investments/quarterly-market-update/
Have questions about your portfolio? Get in touch to chat.
Q1 2026 market update: North American markets hit record highs amid global shifts.
As we entered 2026, strong corporate earnings and AI optimism helped Canadian and U.S. equity markets reach new record highs. Yet geopolitical tensions, trade policy changes and reemerging inflation concerns remind us that markets remain dynamic.
Read the full update: https://www.sunlife.ca/en/investments/quarterly-market-update/
Have questions about your portfolio? Get in touch to chat.
As we entered 2026, strong corporate earnings and AI optimism helped Canadian and U.S. equity markets reach new record highs. Yet geopolitical tensions, trade policy changes and reemerging inflation concerns remind us that markets remain dynamic.
Read the full update: https://www.sunlife.ca/en/investments/quarterly-market-update/
Have questions about your portfolio? Get in touch to chat.
A withdrawal framework can help you create more reliable income while still managing risk. Let’s discuss how to make the most of it. https://advisor.sunlife.ca/jody.heebner/
A withdrawal framework can help you create more reliable income while still managing risk. Let’s discuss how to make the most of it. https://advisor.sunlife.ca/jody.heebner/
We’ve moved! 🎉
Our office is now open at our new location:
Unit 262, 104 13th St. N., Lethbridge, Alberta
We’re excited to welcome you into the new space!
We’re currently still waiting for our new phone lines to be connected. In the meantime, please contact me directly on my cell for any questions or appointment needs.
Additional updates — including our new office phone number — will be shared in the coming days. Thank you for your patience during this transition, and we look forward to seeing you soon!
Our office is now open at our new location:
Unit 262, 104 13th St. N., Lethbridge, Alberta
We’re excited to welcome you into the new space!
We’re currently still waiting for our new phone lines to be connected. In the meantime, please contact me directly on my cell for any questions or appointment needs.
Additional updates — including our new office phone number — will be shared in the coming days. Thank you for your patience during this transition, and we look forward to seeing you soon!
We’ve moved! 🎉
Our office is now open at our new location:
Unit 262, 104 13th St. N., Lethbridge, Alberta
We’re excited to welcome you into the new space!
We’re currently still waiting for our new phone lines to be connected. In the meantime, please contact me directly on my cell for any questions or appointment needs.
Additional updates — including our new office phone number — will be shared in the coming days. Thank you for your patience during this transition, and we look forward to seeing you soon!
Our office is now open at our new location:
Unit 262, 104 13th St. N., Lethbridge, Alberta
We’re excited to welcome you into the new space!
We’re currently still waiting for our new phone lines to be connected. In the meantime, please contact me directly on my cell for any questions or appointment needs.
Additional updates — including our new office phone number — will be shared in the coming days. Thank you for your patience during this transition, and we look forward to seeing you soon!
Financial advice that fits your needs. Let Sun Life One Plan help.
Create your personalized roadmap with Sun Life One Plan! This powerful tool helps you set achievable goals and brings your financial dreams closer to reality. https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ
Take control of your financial future. Reach out today to get started!
#RetirementPlanning #SunLifeOnePlan
Take control of your financial future. Reach out today to get started!
#RetirementPlanning #SunLifeOnePlan
Watch video
World Health Day reminds us that health is our greatest asset. 💚
A healthier you means:
• Reduced stress and better peace of mind
• Increased productivity and energy
• Stronger resilience for life's challenges
Taking care of your physical and mental wellbeing today sets the foundation for a brighter tomorrow. Whether it's scheduling that check-up, moving your body or taking time to rest — your health matters.
Let's chat about comprehensive health coverage that gives you confidence. https://advisor.sunlife.ca/jody.heebner/
A healthier you means:
• Reduced stress and better peace of mind
• Increased productivity and energy
• Stronger resilience for life's challenges
Taking care of your physical and mental wellbeing today sets the foundation for a brighter tomorrow. Whether it's scheduling that check-up, moving your body or taking time to rest — your health matters.
Let's chat about comprehensive health coverage that gives you confidence. https://advisor.sunlife.ca/jody.heebner/
World Health Day reminds us that health is our greatest asset. 💚
A healthier you means:
• Reduced stress and better peace of mind
• Increased productivity and energy
• Stronger resilience for life's challenges
Taking care of your physical and mental wellbeing today sets the foundation for a brighter tomorrow. Whether it's scheduling that check-up, moving your body or taking time to rest — your health matters.
Let's chat about comprehensive health coverage that gives you confidence. https://advisor.sunlife.ca/jody.heebner/
A healthier you means:
• Reduced stress and better peace of mind
• Increased productivity and energy
• Stronger resilience for life's challenges
Taking care of your physical and mental wellbeing today sets the foundation for a brighter tomorrow. Whether it's scheduling that check-up, moving your body or taking time to rest — your health matters.
Let's chat about comprehensive health coverage that gives you confidence. https://advisor.sunlife.ca/jody.heebner/
Wishing you a joyful Easter filled with hope, renewal and possibility. 🌷
Whether you're planning family gatherings, dreaming about life goals or simply taking time to reflect, Easter reminds us that new beginnings are always within reach.
Whether you're planning family gatherings, dreaming about life goals or simply taking time to reflect, Easter reminds us that new beginnings are always within reach.
Wishing you a joyful Easter filled with hope, renewal and possibility. 🌷
Whether you're planning family gatherings, dreaming about life goals or simply taking time to reflect, Easter reminds us that new beginnings are always within reach.
Whether you're planning family gatherings, dreaming about life goals or simply taking time to reflect, Easter reminds us that new beginnings are always within reach.
Life insurance helps ensure your family can maintain their lifestyle, pay off debts and fund future goals even after you die. Simple, affordable coverage can make all the difference. Message me for a personalized coverage estimate. https://advisor.sunlife.ca/jody.heebner/
Life insurance helps ensure your family can maintain their lifestyle, pay off debts and fund future goals even after you die. Simple, affordable coverage can make all the difference. Message me for a personalized coverage estimate. https://advisor.sunlife.ca/jody.heebner/
Short‑, mid‑ and long‑term goals — consider organizing into a Sun Life One Plan so you can act with more confidence. Let’s get started on your #SunLifeOnePlan.
Message me for details. https://advisor.sunlife.ca/jody.heebner/
Message me for details. https://advisor.sunlife.ca/jody.heebner/
Short‑, mid‑ and long‑term goals — consider organizing into a Sun Life One Plan so you can act with more confidence. Let’s get started on your #SunLifeOnePlan.
Message me for details. https://advisor.sunlife.ca/jody.heebner/
Message me for details. https://advisor.sunlife.ca/jody.heebner/
Spring is here, and so is home buying season! 🏡
Whether you're a first-time buyer or ready to upgrade, now is the ideal time to explore your options. From mortgages to insurance protection, let's explore how to turn your homeownership dream into a reality.
Ready to take the next step? Reach out to discuss how we can support your journey to homeownership. https://advisor.sunlife.ca/jody.heebner/
#HomeBuyingSeason #DreamHome #RealEstateGoals
Whether you're a first-time buyer or ready to upgrade, now is the ideal time to explore your options. From mortgages to insurance protection, let's explore how to turn your homeownership dream into a reality.
Ready to take the next step? Reach out to discuss how we can support your journey to homeownership. https://advisor.sunlife.ca/jody.heebner/
#HomeBuyingSeason #DreamHome #RealEstateGoals
Spring is here, and so is home buying season! 🏡
Whether you're a first-time buyer or ready to upgrade, now is the ideal time to explore your options. From mortgages to insurance protection, let's explore how to turn your homeownership dream into a reality.
Ready to take the next step? Reach out to discuss how we can support your journey to homeownership. https://advisor.sunlife.ca/jody.heebner/
#HomeBuyingSeason #DreamHome #RealEstateGoals
Whether you're a first-time buyer or ready to upgrade, now is the ideal time to explore your options. From mortgages to insurance protection, let's explore how to turn your homeownership dream into a reality.
Ready to take the next step? Reach out to discuss how we can support your journey to homeownership. https://advisor.sunlife.ca/jody.heebner/
#HomeBuyingSeason #DreamHome #RealEstateGoals
Big changes are underway at Next Chapter Financial Solutions ✨
Today is our last day in our current office as we prepare to move into a new space designed to serve you even better.
Our office will be closed April 1–6 to accommodate the move and the Easter long weekend. We look forward to welcoming clients in our new location starting April 7.
📍 New Address:
#262, 104 13th St. N., Lethbridge
Thank you for your patience and continued support during this exciting transition. We can’t wait to see you in our new space!
Today is our last day in our current office as we prepare to move into a new space designed to serve you even better.
Our office will be closed April 1–6 to accommodate the move and the Easter long weekend. We look forward to welcoming clients in our new location starting April 7.
📍 New Address:
#262, 104 13th St. N., Lethbridge
Thank you for your patience and continued support during this exciting transition. We can’t wait to see you in our new space!
Watch video
A holistic financial roadmap balances protection, investment and access to cash for life’s moments. Together we can tailor an approach that fits your financial needs. Ask me about Sun Life One Plan. https://advisor.sunlife.ca/jody.heebner/
#SunLifeOnePlan
#SunLifeOnePlan
A holistic financial roadmap balances protection, investment and access to cash for life’s moments. Together we can tailor an approach that fits your financial needs. Ask me about Sun Life One Plan. https://advisor.sunlife.ca/jody.heebner/
#SunLifeOnePlan
#SunLifeOnePlan
Be prepared for whatever your next chapter brings. I can help you reach your financial goals.
Watch video
Just a REMINDER that we are moving next week and the office will be closed April 1st and 2nd for the transition. We will be back up and ready to welcome you to the new space after the Easter Long Weekend!
Looking forward to seeing you at the new location- #262, 104 13th Street N, Lethbridge
Looking forward to seeing you at the new location- #262, 104 13th Street N, Lethbridge
Just a REMINDER that we are moving next week and the office will be closed April 1st and 2nd for the transition. We will be back up and ready to welcome you to the new space after the Easter Long Weekend!
Looking forward to seeing you at the new location- #262, 104 13th Street N, Lethbridge
Looking forward to seeing you at the new location- #262, 104 13th Street N, Lethbridge
Thoughtful planning ensures your assets reach the right people at the right time — with minimal tax impact.
Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy
Start planning today for a seamless transition tomorrow. Get in touch. https://advisor.sunlife.ca/jody.heebner/
Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy
Start planning today for a seamless transition tomorrow. Get in touch. https://advisor.sunlife.ca/jody.heebner/
Thoughtful planning ensures your assets reach the right people at the right time — with minimal tax impact.
Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy
Start planning today for a seamless transition tomorrow. Get in touch. https://advisor.sunlife.ca/jody.heebner/
Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy
Start planning today for a seamless transition tomorrow. Get in touch. https://advisor.sunlife.ca/jody.heebner/
Life is unpredictable. What if you got an unexpected diagnosis? I'm here to help! Learn how critical illness insurance could help protect your finances.
Life is unpredictable. What if you got an unexpected diagnosis? I'm here to help! Learn how critical illness insurance could help protect your finances.
A simple plan helps balance today’s cost with tomorrow’s goals. Let’s build a family cash-flow roadmap that works for you.
https://advisor.sunlife.ca/jody.heebner/
https://advisor.sunlife.ca/jody.heebner/
A simple plan helps balance today’s cost with tomorrow’s goals. Let’s build a family cash-flow roadmap that works for you.
https://advisor.sunlife.ca/jody.heebner/
https://advisor.sunlife.ca/jody.heebner/
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.