Jody Neal - Associate Advisor, Sun Life

Jody Neal - Associate Advisor, Sun Life Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Jody Neal - Associate Advisor, Sun Life, Financial service, 5136a 52 Avenue, Drayton Valley, AB.

I have two decades of experience in the financial industry, and am committed to helping individuals, families, and business owners gain clarity and confidence with their money, building investment strategies, and minimizing tax liabilities.

📈 Myth: Market ups and downs can derail even the best retirement plans. Sun GIF Solutions Income Series offers a guaran...
06/04/2026

📈 Myth: Market ups and downs can derail even the best retirement plans.

Sun GIF Solutions Income Series offers a guaranteed income for life no matter what markets do. Keep in mind, extra withdrawals taken above the guaranteed income amount will decrease future income amounts.

Let’s talk about whether Sun Life GIFs are the right choice for your retirement.

📋 Myth buster: Understanding segregated fund roles matters! The contract owner and annuitant have two different roles in...
06/01/2026

📋 Myth buster: Understanding segregated fund roles matters!

The contract owner and annuitant have two different roles in segregated funds. But it’s possible for them to be different people, offering strategic planning opportunities for estate planning, family wealth transfer, and tax optimization.

Understanding the structure unlocks the potential. Questions? I'm here to help!

You're building your future – let's help make sure it's protected. Whether you're planning for your growing family or t...
05/28/2026

You're building your future – let's help make sure it's protected.

Whether you're planning for your growing family or thinking about what you'll leave behind, our current offers make comprehensive coverage more affordable. Get 10% off permanent insurance when bundled with term insurance, and cash back on critical illness protection. Real savings for real life. Let’s chat! Offer ends July 31.

Everyone’s financial situation is different — and your investment approach should reflect that. Beyond stocks and bonds,...
05/26/2026

Everyone’s financial situation is different — and your investment approach should reflect that. Beyond stocks and bonds, there are other ways to help grow your wealth and reduce risk. Let's explore options that fit your comfort level, goals and the legacy you want to leave.

🔄 Myth buster: Segregated funds ≠ mutual funds.While both pool investor money for professional management, segregated fu...
05/21/2026

🔄 Myth buster: Segregated funds ≠ mutual funds.

While both pool investor money for professional management, segregated funds offer unique advantages.

Segregated Funds:
- Insurance products with principal guarantees
- Creditor protection potential
- Estate planning benefits

Mutual Funds:
- Simpler trusts without guarantees
- Typically lower costs
- No insurance benefits

Different tools for different goals. Which is right for you? Reach out and let’s discuss it.

Multiple accounts, properties and investments? Sun Life One Plan can help bring it all together, allowing you to see mor...
05/19/2026

Multiple accounts, properties and investments? Sun Life One Plan can help bring it all together, allowing you to see more of the complete picture. Let's work together to align your goals, timelines and risk comfort.

Growing your family is exciting but can also be expensive. Balancing today's costs (childcare, diapers, activities) with...
05/14/2026

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://bit.ly/493wS4h

Strategic life insurance is a cornerstone of sophisticated financial planning. It allows you to help protect your family...
05/12/2026

Strategic life insurance is a cornerstone of sophisticated financial planning. It allows you to help protect your family. It's not just coverage; it's a wealth transfer tool. Let's help ensure your life insurance strategy matches your net worth and goals. Ready for a conversation? https://bit.ly/42u8yVC

Happy Mother's Day to the incredible women who give so much! 👩‍👧‍👦💕 Whether you're a mom, stepmom, grandmother, mentor o...
05/10/2026

Happy Mother's Day to the incredible women who give so much! 👩‍👧‍👦💕

Whether you're a mom, stepmom, grandmother, mentor or mother figure, today we celebrate YOU and everything you do.

🎯 Myth buster: Worried segregated funds are too limited? Today's segregated funds provide access to well-known investmen...
05/07/2026

🎯 Myth buster: Worried segregated funds are too limited?

Today's segregated funds provide access to well-known investment managers who are building and overseeing diversified portfolios.

Reach out! We can discuss how the combination of flexibility and protection from segregated funds can support your financial roadmap.

Address

5136a 52 Avenue
Drayton Valley, AB
T7A1R9

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 3pm

Telephone

+17805427357

Website

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