About

Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.

First & Main Financial Services Inc.

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.

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

Languages spoken: English

Phone: (587) 775 4646

Email: scott.keuhl@sunlife.com

Address: Airdrie

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

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

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 Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.