About us

First & Main Financial Services Inc.

Throughout your life, you’ve worked hard to build your legacy. Now, let’s make sure it’s protected. Together, we can create a strategy that you can feel confident in – even after you’re gone. Reach out to get started.

Kate Norris

When it comes to planning for lifetime financial security, you want the best for your loved ones. It can be challenging to provide for your family while also looking to the future. As a Sun Life advisor, I know the importance of a well-built plan to protect loved ones and grow savings. Using a holistic approach, I'll work with you to build a strategy for your retirement and your children's education. Throughout the planning process, we'll work together to determine your financial goals and build a roadmap to help get you there.

 

When I'm not in the office, I enjoy spending time outdoors and working on home projects. An avid traveler, I enjoy meeting new people and participating in local community activities.


Job Title: Financial Planner, Sun Life, B.A., CFP®, CHS™

Phone: (587) 775 4646

Email: kate.norris@sunlife.com

Address: Airdrie

Scott Keuhl

Although Scott has spent the last 12 years in the oil and gas world since moving here from Southern Ontario , the financial services industry has been calling to him for a while. His career pivoted in summer 2023 when he realized his passion for helping people find the right financial path.


Scott is an avid traveler and also enjoys hiking, camping, and exploring new places in his spare time. When his busy schedule has allowed it, he has spent time fostering dogs and cats from the shelters, growing vegetable gardens, and cooking new dishes. He also loves the health and fitness industry! 

 

As an associate advisor here at First & Main Financial Services, Scott looks forward to promoting protection for young families, business owners, retirees, and visitors to Canada. Through extensive training in life insurance, critical illness, disability coverage, health and dental plans and group benefits, he has a tailored solution built for every Client.

Job Title: Associate Advisor, Sun Life

Languages spoken: English

Phone: (587) 775 4646

Email: scott.keuhl@sunlife.com

Address: Airdrie

Emilie Cross

Emilie joined our team here at First & Main Financial services to help support day-to-day business operations as our administrative assistant in our Airdrie office.


Having worked in a Client-facing setting for over a decade, she not only provides a welcoming atmosphere for Client meetings, but works diligently behind the scenes ensuring files are being compliantly organized and managed.


Her experience supporting both front- and back-end office functions ensures our team and Clients receive organized, efficient and professional service. She fits right in with our core mission and values!


Emilie’s attention to detail, strong communication skills and Client-focused approach make her a wonderful addition to our firm. We’re looking forward to continuing to learn and grow through education and professional development to continuously improve our team!


Outside of work, Emilie enjoys cooking, spending time with family and friends, camping, cheering on the Flames, and hanging out with her dog Benny and cat Pippi.

Job Title: Administrative Assistant, Sun Life

Languages spoken: English

Phone: (587) 775 4646

Email: emilie.cross@sunlife.com

Address: Airdrie

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

Sunlife
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.