About
Claxton Financial Services Inc.
Lori Claxton
Lori has been an advisor with Sun Life for over 30 years, spending her first 8 years in Ontario before moving to Alberta. She has been helping Clients achieve their financial goals since 1993. Lori is the founder and co-owner of Claxton Financial Services Inc, where she provides personalized holistic planning and investment management services to Clients. Lori is passionate and dedicated to helping Clients achieve financial freedom and peace of mind. Lori is known for her exceptional customer service and her unwavering commitment to Client’s success. Lori also holds an Elder Planning Counselor (EPC) designation.
Job Title: Advisor, Sun Life, EPC
Phone: (780) 457-8477
Email: claxton.financial@sunlife.com
Address: Edmonton and Fort McMurray
Erin Wiens
Erin has been with Sun Life since 2015 and a co-owner of Claxton Financial Services since 2017.
Erin brings expertise in financial planning, retirement, wealth, and estate management with a true focus on tax minimization. She enjoys working with Oil & Gas retirement packages with a firm understanding of the benefit plans of corporate companies. Clients can expect a unique out of the box thinking for wealth and risk transitioning.
Job Title: Advisor, Sun Life, CHS™
Phone: (780) 457-8477
Email: claxton.financial@sunlife.com
Address: Fort McMurray
Ryan Claxton
Ryan joined Sun Life and the Claxton Financial team in 2021. Since joining the team Ryan has focused on helping families with insurance planning and creating safety nets for immediate and future needs. It is Ryan’s goal to build lasting relationships with existing Clients as well as educating and assisting new Clients. Ryan lives in Edmonton and works out of the Edmonton and Fort McMurray office. When not in the office he focuses on spending time with his family, playing games, working on woodworking projects, and enjoying life in Alberta.
Job Title: Associate Advisor, Sun Life
Phone: 780 457-8477
Email: ryan.claxton@sunlife.com
Address: Edmonton
Kristine Verdon
Kristine been part of the financial services industry for over two decades, starting with Sun Life in 2001. She joined the Claxon Financial team in 2023 and is focused on investment and insurance planning. Kristine believes in empowering Clients to make informed decisions about their financial future through open communication and financial education. Kristine values integrity and trust and is committed to staying up to date on the latest industry regulations, best practices and education in order provide the highest level of service to Clients.
Job Title: Associate Advisor, Sun Life
Phone: 780 457-8477
Email: kristine.verdon@sunlife.com
Address: Edmonton
Jeffrey Lingard
Job Title: Associate Advisor, Sun Life
Phone: 780 457-8477
Email: jeffrey.lingard@sunlife.com
Address: Fort McMurray
Marie Tailly
Marie came to work with Claxton Financial Services in 2018. Since that time, she has moved into the role of office manager and is key to building and training the right team to successfully maintain the business. Marie is responsible for managing the daily operations of the office and has proven herself to be an effective leader. She is committed to building processes, staying on top of the changes within the industry and compliance, providing outstanding Client service and using her expectational problem solving skills. Marie is the perfect balance of hard work and fun, bringing both of these things in abundance to the office.
Languages Spoken: English and French
Job Title: Advisor Assistant, Sun Life | Office Manager, Claxton Financial Services
Phone: 780 457-8477
Email: marie-pier.tailly@sunlife.com
Address: Fort McMurray
Sonia Chiasson
Sonia joined the Claxon Financial team in November of 2021 and is responsible for providing administrative assistance to both Clients and advisors. She is committed to learning and improving ways to efficiently communicate within the company and provides invaluable support for the back end of the business. Sonia helps ensure that each and every Client she comes in contact with has a fantastic overall customer service experience.
Languages Spoken: English and French
Job Title: Advisor Assistant, Sun Life | Accounting and Bookkeeping, Claxton Financial Services
Email: sonia.chiasson@sunlife.com
Address: Fort McMurray
Viorica Barbalata
Viorica joined Claxton Financial team in 2023 and she is responsible for providing administrative and front-end services. Viorica oversees reception and loves connecting with Clients on daily basis. She is enthusiastic about building strong relationships with Clients and Advisors to help ensure an extraordinary Client experience. Viorica is committed to learning and improving ways to efficiently communicate within the company. When she is not working, she is spending time with her family and friends.
Job Title: Advisor Assistant, Sun Life | Receptionist Claxton Financial Services
Phone: 780 457-8477
Email: viorica.barbalata@sunlife.com
Address: Fort McMurray
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