First & Main Financial Services Inc.
Area(s) served: Airdrie, AB
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.
Let's work together
Whether you’re thinking about your family, home, career, health or retirement –or any combination of these –we’ve got helpful advice and solutions to help you live a brighter, more financially secure and healthier life. I’ll work with you to help you discover the best strategy to meet your needs. We’ll work together to understand your financial goals, prepare for the unexpected and take advantage of new opportunities –throughout your life.
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.
Stay informed
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Team updates!!!
Kate Norris: Our CFP advisor and CEO. Kate specializes in building in-depth financial plans for clients nearing retirement or entering in to retirement, as well as business owners. She works best with clients who require retirement strategies including liquidation order, cash flow management, taxation, and estate planning. She creates individualized investment portfolios that coincide with the retirement plan.
Scott Keuhl: Our associate advisor and insurance specialist. Scott creates individualized insurance plans for every stage of life including new families, business owners, and retirees. This includes life insurance, critical illness insurance, disability plans, health and dental plans, group benefits, corporate buy-sell and key-person and super visas!
Mike Squire: Our associate advisor and holistic specialist. Mike is a well-rounded holistic advisor that helps to implement financial plans, manages investment accounts, and builds in protection strategies. This includes RRSPs, TFSAs, RESPs, RDSPs, and Non-registered accounts.
Lynda Tran: Our ROCKstar administrator. Lynda is incredibly well-versed in every type of investment account and back office administration. She organizes the whole team behind the scenes and delivers exceptional client service.
Kate Norris: Our CFP advisor and CEO. Kate specializes in building in-depth financial plans for clients nearing retirement or entering in to retirement, as well as business owners. She works best with clients who require retirement strategies including liquidation order, cash flow management, taxation, and estate planning. She creates individualized investment portfolios that coincide with the retirement plan.
Scott Keuhl: Our associate advisor and insurance specialist. Scott creates individualized insurance plans for every stage of life including new families, business owners, and retirees. This includes life insurance, critical illness insurance, disability plans, health and dental plans, group benefits, corporate buy-sell and key-person and super visas!
Mike Squire: Our associate advisor and holistic specialist. Mike is a well-rounded holistic advisor that helps to implement financial plans, manages investment accounts, and builds in protection strategies. This includes RRSPs, TFSAs, RESPs, RDSPs, and Non-registered accounts.
Lynda Tran: Our ROCKstar administrator. Lynda is incredibly well-versed in every type of investment account and back office administration. She organizes the whole team behind the scenes and delivers exceptional client service.
Team updates!!!
Kate Norris: Our CFP advisor and CEO. Kate specializes in building in-depth financial plans for clients nearing retirement or entering in to retirement, as well as business owners. She works best with clients who require retirement strategies including liquidation order, cash flow management, taxation, and estate planning. She creates individualized investment portfolios that coincide with the retirement plan.
Scott Keuhl: Our associate advisor and insurance specialist. Scott creates individualized insurance plans for every stage of life including new families, business owners, and retirees. This includes life insurance, critical illness insurance, disability plans, health and dental plans, group benefits, corporate buy-sell and key-person and super visas!
Mike Squire: Our associate advisor and holistic specialist. Mike is a well-rounded holistic advisor that helps to implement financial plans, manages investment accounts, and builds in protection strategies. This includes RRSPs, TFSAs, RESPs, RDSPs, and Non-registered accounts.
Lynda Tran: Our ROCKstar administrator. Lynda is incredibly well-versed in every type of investment account and back office administration. She organizes the whole team behind the scenes and delivers exceptional client service.
Kate Norris: Our CFP advisor and CEO. Kate specializes in building in-depth financial plans for clients nearing retirement or entering in to retirement, as well as business owners. She works best with clients who require retirement strategies including liquidation order, cash flow management, taxation, and estate planning. She creates individualized investment portfolios that coincide with the retirement plan.
Scott Keuhl: Our associate advisor and insurance specialist. Scott creates individualized insurance plans for every stage of life including new families, business owners, and retirees. This includes life insurance, critical illness insurance, disability plans, health and dental plans, group benefits, corporate buy-sell and key-person and super visas!
Mike Squire: Our associate advisor and holistic specialist. Mike is a well-rounded holistic advisor that helps to implement financial plans, manages investment accounts, and builds in protection strategies. This includes RRSPs, TFSAs, RESPs, RDSPs, and Non-registered accounts.
Lynda Tran: Our ROCKstar administrator. Lynda is incredibly well-versed in every type of investment account and back office administration. She organizes the whole team behind the scenes and delivers exceptional client service.
Office information
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.