Lewis Financial Services Inc.

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

Lewis Financial Services Inc.

Area(s) served: Central Alberta

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.

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Helping you for today, tomorrow and future generations.

At Lewis Financial, we aim to listen to each Client’s individual needs and concerns. By fully understanding your situation, we can provide a timely and concise plan to help you with your needs. We work with individuals, families, retirees and corporations. If you are looking to grow your wealth and life time protection, you’ve come to the right place.

Integrity, honesty, mutual respect, transparency and family. These are the five values that we commit to uphold as a team. As Clients, you’ll notice these values throughout our time working together.

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

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 and budgeting

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Stay informed

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Office information

Sylvan Lake, Alberta

Phone:

(587) 802-0196

Email:

laurie.lewis@sunlife.com

Address:

6-40 Hewlett Park Landing,, Sylvan Lake, AB, T4S 2J3 Canada

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