Fit Financial Solutions Inc.

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Fit Financial Solutions Inc.

Trustworthy advice you can count on

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

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Sophisticated financial planning advice

Let us work with you to understand your wants, goals and pain points. We’re here to help you throughout your financial journey and build a customized financial plan that works for you.

We offer full financial planning services to business owners, professionals and families. This includes helping you with:

investment selection,
wealth creation,
risk and insurance management,
retirement planning and
estate and tax planning.

Our office is in Edmonton, Alberta. We’re happy to offer in-person and virtual appointments. Contact our office to book your appointment.

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving, budgeting and investing

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Stay informed

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During retirement, healthcare costs become a crucial consideration. Let's take a proactive approach to your financial well-being by:
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses

Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/fit.financial

There’s never been a better time to consider permanent life or universal life insurance. Until December 31, you can save 4 months of payments on your first year of coverage with Sun Life. Interested? Let’s connect and chat more!

Estate planning isn't just for the wealthy — it's your family's financial superhero cape. 🦸‍♀️

Let's chat about making your family's future as bright as your little one's smile. 😊

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Office information

Edmonton, AB

Phone:

(587) 735-3880

Email:

fit.financial@sunlife.com

Address:

#312 14925 111 Avenue NW,, Edmonton, AB, T5M 2P6 Canada

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