Jodi Keefe - Sun Life Financial advisor

Jodi Keefe - Sun Life Financial advisor I help my clients successfully navigate their lives with a customized plan.

No matter what life throws at them, my clients continue to financially grow, thrive and live out their dreams feeling confident and secure.

Are you feeling a push-and-pull between trying to keep busy and taking time off during this pandemic? Stop putting so mu...
06/08/2020

Are you feeling a push-and-pull between trying to keep busy and taking time off during this pandemic? Stop putting so much pressure on yourself and focus on what makes you happy.

From making sourdough to online yoga classes, it seems that some of us are using this time in quarantine to be productive. We talked to a registered psychologist to get her thoughts on why this was happening. (And why it’s totally okay if increasing your productivity isn’t top of mind right now)...

Last week the Prime Minister of New Zealand floated around the idea of a 4-day work week. Could long weekends help boost...
06/05/2020

Last week the Prime Minister of New Zealand floated around the idea of a 4-day work week. Could long weekends help boost productivity and the post-corona recovery here in Canada? Let me know your thoughts!

Could long weekends actually boost productivity, make people happier and help the post-corona recovery? Now’s the time to consider options

It’s not ‘business as usual’ for small businesses opening amid the pandemic. To provide a safe and sanitary environment ...
06/03/2020

It’s not ‘business as usual’ for small businesses opening amid the pandemic. To provide a safe and sanitary environment means additional costs. A COVID-19 surcharge may become commonplace for businesses to remain open.

As small businesses begin to reopen, some have opted to tack on a COVID-19 surcharge in an effort to recoup money spent on sanitation and physical distancing measures — a move experts warn may deter consumers from spending at all.

Close to retirement? Consider personal health insurance from Sun Life if you’re planning to leave a group health plan. C...
06/02/2020

Close to retirement? Consider personal health insurance from Sun Life if you’re planning to leave a group health plan. Contact me today for a review of your protection needs.

Small businesses - the situation with COVID-19 may have changed where we meet but it doesn’t change how. Rest assured, I...
06/01/2020

Small businesses - the situation with COVID-19 may have changed where we meet but it doesn’t change how. Rest assured, I’m here to support you. Contact me today to set up a meeting by phone or video chat.

In case you forgot not all superheroes wear capes. Thank you frontline workers for all that you do.
05/30/2020

In case you forgot not all superheroes wear capes. Thank you frontline workers for all that you do.

The government has announced that seniors will receive up to $500 in a one-time payment to offset added costs such as pr...
05/29/2020

The government has announced that seniors will receive up to $500 in a one-time payment to offset added costs such as prescription fees and grocery delivery services.

Seniors will be receiving a one-time payment of up to $500 to help offset any increases in the cost of living due to COVID-19 — and Prime Minister Justin Trudeau today promised to help find long-term solutions to the tragedies unfolding in long-term care facilities.

On May 15th the government launched the CESB, Canada Emergency Student Benefit, which provides financial relief to stude...
05/29/2020

On May 15th the government launched the CESB, Canada Emergency Student Benefit, which provides financial relief to students who are unable to find work due to COVID-19. Here’s how the program will work and how you can apply.

Jamie Golombek: Find out how the program works, if you’re eligible and how to apply

If you’re a single parent then you know that every dollar counts, especially when you’re going through times like these....
05/27/2020

If you’re a single parent then you know that every dollar counts, especially when you’re going through times like these. How are you prepared to protect your children if something happens to you?

As a single parent, how do you help to financially protect your children if something happens to you?

In a recent survey, when asked about their current financial situation, 72% of respondents said they’re financially prep...
05/25/2020

In a recent survey, when asked about their current financial situation, 72% of respondents said they’re financially prepared to “weather the storm” short term. Those with an advisor felt an increased confidence in the advice that they were given.

A survey finds the “overwhelming majority” are financially prepared in the short term

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6018 Prince Of Wales Drive
Ottawa, ON
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