About
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First & Main Financial Services Inc.
Phone: (587) 775-4646
Email: kate.norris@sunlife.com
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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
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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
Languages spoken: English
Phone: (587) 775 4646
Email: scott.keuhl@sunlife.com
Address: Airdrie
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Kiran Dhaliwal
Meet Kiran: our wonderful Client Relationship Manager. She's integral in everything running smoothly here at First & Main Financial.
Kiran is dedicated to providing wonderful customer service, and helping our her community in Airdrie. She helps us stay well-connected with clients and their referrals, calendar management, and an overall smooth client journey.
She is a mom of three littles, a wife, and an active community member. On weekends, you can find her at fencing tournaments, swimming competitions, or anything active with her family.
Job Title: Client Relationship Manager
Phone: (587) 775 4646
Email: kiran.dhaliwal@sunlife.com
Address: Airdrie
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Lynda Tran
Lynda is our team's Client Service Associate. She has over a decade of experience in financial services and providing exceptional client servicing. She is highly skilled in investment service support and has a excellent attention to detail.
At the foundation of it all, Lynda has a commitment to providing impeccable customer service. She's supportive, helpful, and shares our passion for financial literacy.
Outside of the office, she loves spending time outdoors with her son and with her family members and friends.
Job Title: Client Service Associate
Phone: (587) 775 4646
Email: lynda.tran1@sunlife.com
Address: Airdrie
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