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)...

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.

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

Don’t wait for something like a pandemic to kick-start your legacy planning. I can help provide a holistic review of you...
05/23/2020

Don’t wait for something like a pandemic to kick-start your legacy planning. I can help provide a holistic review of your plan to ensure you feel confident about your financial future.

Estate planning expert shares advice on potential pitfalls, points for review, and key developments

Having life insurance provided by your employer is a great benefit. To help give your family more peace of mind, here ar...
05/22/2020

Having life insurance provided by your employer is a great benefit. To help give your family more peace of mind, here are a few great tips. Contact me with any questions.

Employer-provided life insurance is a great benefit. You can make it even better with these simple tips.

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6018 Prince Of Wales Drive
Ottawa, ON
K0A2T0

Telephone

+16134894230

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