Jody Heebner - Advisor, Sun Life

Jody Heebner - Advisor, Sun Life Don't get caught thinking it can't happen to you! I am a Sun Life advisor.

These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo. Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

Back-to-school season is a time for updated routines, new goals and fresh momentum. 🎒📚🍎It’s also a great reminder to thi...
08/31/2026

Back-to-school season is a time for updated routines, new goals and fresh momentum. 🎒📚🍎

It’s also a great reminder to think ahead — whether that’s education savings, protection or building a strategy that supports your family as things evolve. If it’s been a while, let’s reconnect and make sure you’re set for the year ahead.

https://bit.ly/4gIIFrG

Want your money to work for your family's future? đź’° Creating a plan to help your wealth last for generations takes more...
08/28/2026

Want your money to work for your family's future? đź’°

Creating a plan to help your wealth last for generations takes more than hope. It takes strategy.

A solid financial roadmap can help you:
- Protect what you've built
- Minimize taxes
- Support loved ones for years to come

Let's talk about making your legacy last. Reach out to discuss your family's financial future. https://bit.ly/4h1D9kn

True wealth isn’t just about earning money. It’s about keeping it. Permanent life insurance is an asset that can offer u...
08/28/2026

True wealth isn’t just about earning money. It’s about keeping it.

Permanent life insurance is an asset that can offer unparalleled tax-efficient growth. This may help your money compound over time, which could contribute to building net worth and creating a more meaningful legacy.

For informational purposes only. Ready to see how life insurance can enhance your wealth strategy?

Let's chat! https://bit.ly/4gYwCb6

September is Life Insurance Awareness Month — a great time to understand how the right coverage can support the people w...
08/26/2026

September is Life Insurance Awareness Month — a great time to understand how the right coverage can support the people who depend on you. ❤️🛡️👨‍👩‍👧‍👦

Whether you’re just getting started or reviewing an existing plan, clarity matters. Let’s connect to explore options that fit your needs.

Retirement looks different for everyone. Whether you’re planning to slow down, travel, or explore new passions, having a...
08/24/2026

Retirement looks different for everyone. Whether you’re planning to slow down, travel, or explore new passions, having a thoughtful strategy can help you get there with confidence. Explore ways to transition your savings into income that supports the lifestyle you envision. Let’s build a strategy that helps you move into retirement with clarity and confidence. https://bit.ly/4xTsGhu

If you’re self-employed, between roles, or don’t have workplace benefits, gaps in coverage can leave you exposed. Person...
08/21/2026

If you’re self-employed, between roles, or don’t have workplace benefits, gaps in coverage can leave you exposed. Personal health insurance and critical illness coverage can help bridge those gaps and protect your finances if the unexpected happens. Let’s talk about a strategy that’s right for you.

What is your financial personality type? 💸 When it comes to managing money, everyone has a unique style. Are you: 🏅 The ...
08/21/2026

What is your financial personality type? đź’¸

When it comes to managing money, everyone has a unique style. Are you:
🏅 The Ultimate Planner – Your spreadsheet is your best friend.
👜 The Balanced Enjoyer – You save diligently but never skip out on a great coffee.
💳 The Passive Saver – You prefer a hands-off, set-it-and-forget-it approach.

No matter your style, the best financial habits are the ones that work for your lifestyle. Drop your emoji in the comments below! 👇

Talking about finances can be a highly personal and sensitive topic area. Whether it’s about people’s individual financi...
08/19/2026

Talking about finances can be a highly personal and sensitive topic area. Whether it’s about people’s individual financial situations, inheritance planning

Making a lot of money is one thing, but ensuring it lasts a lifetime is another. It’s important to think about inves...
08/17/2026

Making a lot of money is one thing, but ensuring it lasts a lifetime is another.

It’s important to think about investing and insurance in a holistic way to help your money go further.

Let’s chat.

Address

#262, 104 13th Street N
Lethbridge, AB
T1H2R4

Opening Hours

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

Telephone

+14033283306

Website

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