Neda Jeddi

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Job title: Advisor at Sun Life, CFP®, CLU®

Languages spoken: English, Farsi, French

Trustworthy advice you can count on

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

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let's work together

Making good decisions is the key to achieving lifetime financial security and I’ll help you along the way. We’ll work together by:

assessing your current financial situation,
setting achievable goals,
developing a realistic approach to meet those goals,
helping you work toward your goals and
helping you revise that approach as your needs change

Contact my office to book an appointment and get started on achieving your financial goals. Let's talk.

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.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

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 and budgeting

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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Seven taxes on investments you need to know about

Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to me if you'd like to discuss your portfolio.

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Sept vérités fiscales sur les placements que vous devez connaître

Tirez le maximum de vos placements en comprenant comment ils sont imposés. Lisez cet article pour en savoir plus et communiquez avec moi si vous voulez discuter de votre portefeuille.

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We don’t have an estate tax or death tax in Canada but we have tax applicable to deceased total asset and income based on deemed disposition rule, at the time of death CRA will calculate all asset fair market value and total deceased annual income, to apply tax on , without paying tax liabilities the estate can’t be transferred to heirs !!
As a Financial planner we estimate a plan that calculate all taxes and dues applicable to the estate and provide legitimate strategies to reduce the taxes and increase total estate value.
If you need to review your current financial situation, please reserve free consultations session from following link.
https://advisor.sunlife.ca/neda.jeddi/

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Office information

Calgary, AB

Phone:

(403) 266-2061 x2214

Email:

neda.jeddi@sunlife.com

Address:

6700 Macleod Trail SE, 7th Floor, Calgary, AB, T2H 0L3 Canada

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