Lewis Financial Services Inc.
Area(s) served: Central Alberta
Who we service
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Business owners general
Families
Pre-retirees and retirees
Lifting Clients through life’s transitions with empathy and direction.
At Lewis Financial, planning is personal. It’s about creating meaningful momentum in people’s lives, work that extends beyond today to shape futures, strengthening families and supporting communities.
Clients come to us seeking clarity, confidence and guidance they can trust. We take the time to understand what matters most, offering steady support through every stage of life. Whether you’re building your future, navigating change or protecting what you’ve built, we’re here with empathy, care and unwavering commitment.
Guided by values like integrity, respect, and transparency, our team is dedicated to helping you grow with purpose and move forward with confidence.
Our office is located in Sylvan Lake, Alberta. We’re happy to offer in-person and virtual appointments to Clients located across Central Alberta. Contact our office to book your appointment.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Ripples that create lasting impact.
We are partners, problem-solvers, and trusted guides
Many Clients come to us feeling uncertain. Some wonder if they’re doing enough for retirement or making the right decisions. Others feel overwhelmed by change or unsure how to protect what they’ve built.
At Lewis Financial, we’re here to change that. Whether you’re a business owner planning ahead, a family focused on legacy, or a professional facing life’s transitions, we take the time to listen, explain, and guide you forward with care.
Our planning is thoughtful, holistic, and built on lasting relationships. From insurance and retirement to business succession and estate planning, we help you see how it all connects, bringing clarity to complexity and aligning your choices with your goals.
Office information
