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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.
Planning that dream summer getaway? Travel insurance is your safety net. From medical emergencies to trip cancellations, the right coverage means you can explore the world with confidence. Don't let unexpected costs derail your plans. You want to be protected for every adventure. What's your next destination?
Planning that dream summer getaway? Travel insurance is your safety net. From medical emergencies to trip cancellations, the right coverage means you can explore the world with confidence. Don't let unexpected costs derail your plans. You want to be protected for every adventure. What's your next destination?
Growing your family is exciting but can also be expensive. Balancing today's costs (childcare, diapers, activities) with tomorrow's goals (education, home, experiences) takes planning. Let's build a family cash-flow roadmap that helps you save without sacrificing the moments that matter. Ready to create a strategy that works for your family? Get in touch. https://advisor.sunlife.ca/jody.heebner/
Growing your family is exciting but can also be expensive. Balancing today's costs (childcare, diapers, activities) with tomorrow's goals (education, home, experiences) takes planning. Let's build a family cash-flow roadmap that helps you save without sacrificing the moments that matter. Ready to create a strategy that works for your family? Get in touch. https://advisor.sunlife.ca/jody.heebner/
Thinking about what you'll leave behind? Intergenerational planning is more than just numbers — it's about passing on your values, your dreams and your wealth to those you love. Whether you're thinking about your children, grandchildren or other VIPs in your life, let's create a strategy that helps ensure your legacy reflects your vision. Ready to get started on leaving your legacy? Let’s chat!
https://advisor.sunlife.ca/jody.heebner/
https://advisor.sunlife.ca/jody.heebner/
Thinking about what you'll leave behind? Intergenerational planning is more than just numbers — it's about passing on your values, your dreams and your wealth to those you love. Whether you're thinking about your children, grandchildren or other VIPs in your life, let's create a strategy that helps ensure your legacy reflects your vision. Ready to get started on leaving your legacy? Let’s chat!
https://advisor.sunlife.ca/jody.heebner/
https://advisor.sunlife.ca/jody.heebner/
Your leisure goals matter just as much as your long-term plans. Whether it's a dream vacation or a weekend getaway, let's build a savings strategy that lets you enjoy life now while securing your future. Small contributions can add up fast. Let’s chat about options that work for you. https://advisor.sunlife.ca/jody.heebner/
Your leisure goals matter just as much as your long-term plans. Whether it's a dream vacation or a weekend getaway, let's build a savings strategy that lets you enjoy life now while securing your future. Small contributions can add up fast. Let’s chat about options that work for you. 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/
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
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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.
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