Jody Neal - Associate Advisor, Sun Life

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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.

When markets fall sharply, it’s natural to want to react. But many investors take a step back before making big moves wi...
10/16/2026

When markets fall sharply, it’s natural to want to react. But many investors take a step back before making big moves with their money. Here are a few things to consider before you act. https://bit.ly/4iaSj7s

Let me know how I can help. https://bit.ly/4jYppcX

Markets go up and markets go down. It can be tempting to try to avoid the worst by cashing out when markets tumble. But it could be a costly mistake. Here’s why.

Unexpected health expenses can show up when you least expect them. Personal health insurance can help cover things like ...
10/16/2026

Unexpected health expenses can show up when you least expect them. Personal health insurance can help cover things like prescription drugs, dental care, vision care and more, giving you added peace of mind when provincial coverage doesn't cover it all.

Learn more: https://bit.ly/4dHFHmI

Sunlife can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.

Have you considered how a serious illness could affect your finances while you’re still working and supporting your fami...
10/15/2026

Have you considered how a serious illness could affect your finances while you’re still working and supporting your family?

Critical illness insurance protects more than just your future — it helps safeguard your financial stability during recovery when you need it most.

If you're diagnosed with one of 26 covered illnesses and meet policy requirements, critical illness insurance provides a lump-sum benefit you can use for whatever matters: medical expenses, mortgage payments, lost income or ongoing care. That means you can focus on getting better instead of worrying about finances.

Those eligible can benefit from 10% lower premiums for life when you bundle critical illness coverage with other protection solutions. This rate locks in permanently giving you lasting financial security. Get in touch to see if this offer is right for you. https://bit.ly/4jpQGF8

*Terms and conditions apply

10/14/2026

Need content to better understand the financial landscape? I have valuable resources for you.
https://bit.ly/4s9b1AP
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation

What's your biggest concern when it comes to life insurance? 📊 Vote in the comments:  1- I'm not sure how much coverage ...
10/13/2026

What's your biggest concern when it comes to life insurance?

📊 Vote in the comments:
1- I'm not sure how much coverage I need
2 - It feels too expensive
3 - I don't know where to start
4 - I'm worried about my family's future
5 - All the above

Life insurance isn't one-size-fits-all. Your situation is unique. We're here to help you find a solution that works for you and your loved ones. Share your thoughts; we'd love to hear from you.

Take control of your personal finances by understanding the industry better. Check out these resources to get started.  ...
10/12/2026

Take control of your personal finances by understanding the industry better. Check out these resources to get started.

https://bit.ly/4yfwadS

The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.

RRSP vs TFSA: an RRSP gives a tax deduction now and is taxed on withdrawal, while a TFSA grows and comes out tax-free. Here's how to choose the right one.

Retirement planning doesn't have to be complicated. Sun Life One Plan helps turn your goals into a personalized financia...
10/09/2026

Retirement planning doesn't have to be complicated. Sun Life One Plan helps turn your goals into a personalized financial roadmap so you can track your progress and plan for what matters most.

Ready to get started? Let's connect. https://bit.ly/4B5Fi7N

As we look ahead to 2027, it's a great moment to reflect. What worked financially this year? What could you improve? Tak...
10/09/2026

As we look ahead to 2027, it's a great moment to reflect. What worked financially this year? What could you improve? Taking time to review your goals helps you stay on track.

Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://bit.ly/4yJCmfs

Running a farm means planning for the seasons ahead. But have you considered how your family and business would manage i...
10/08/2026

Running a farm means planning for the seasons ahead. But have you considered how your family and business would manage if life took an unexpected turn?

An illness, injury or loss can create challenges that affect both the people you care about and the farm you've worked hard to build.

Life and health insurance can play an important role in helping protect your family's financial well-being, support ongoing operations, and provide greater confidence for the future.

Learn more about how coverage may fit into your farm's long-term plan. https://bit.ly/4yEgpOD

Knowledge can make a difference. Breast Cancer Awareness Month is an opportunity to learn about risk factors, screening ...
10/07/2026

Knowledge can make a difference.

Breast Cancer Awareness Month is an opportunity to learn about risk factors, screening options and the importance of routine checkups. Taking proactive steps today can support better health tomorrow.

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

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