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.
When working with us, you can rest assured knowing you’re in capable hands. We work hard to meet your needs and help you build a personalized, holistic solution that will help you achieve lifetime health and financial well-being.
Lenz Financial Services Ltd.
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.
Phone: (403) 782-3555
Email: kyle.lenz@sunlife.com
Kyle Lenz
I am an advisor that cares about lasting impressions and having relationships with Clients that matter! I work hard to ensure I listen to the wants and needs of Clients. Once I understand your needs, I’ll provide sustainable solutions to help you achieve your financial goals. If there is a situation that requires a level of financial planning exceeding my knowledge, I have the ability to bring in a CERTIFIED FINANCIAL PLANNER®. This will help to provide you with the highest level of assistance you deserve.
My experience in the financial industry is extensive. I began my career in finance with a local Credit Union as a Service Representative. I then moved into a Financial Advisor role, became an Assistant Manager and finally a Branch Manager. I then moved into the Insurance Industry due to the financial hardship of death, illness, and injury I had witnessed far too many times personally and at the Credit Union. Here I became a corporate trainer.
After my experiences in the banking industry, I decided to start my own business. Now, I provide more tailored advice and solutions for the communities I operate in. Since joining Sun Life, I have begun working towards achieving additional industry designations. This educational foundation will help ensure that Clients get the best advice for their unique situation. To date, I completed the first designation on that path, known as a Certified Health Specialist or CHS™.
I have been lucky enough to start my family amongst all of this as well, raising four boys under seven years with my wife Melissa on our acreage East of Lacombe.
Job Title: Advisor, Sun Life, CHS™
Phone: 4037823555
Email: kyle.lenz@sunlife.com
Fax: (403) 782-5440
Address: Lacombe & Delburne, AB
Scott DePatie
I work with Kyle to support corporate Clients with their group benefits.
Job Title: Associate Advisor, Sun Life
Phone: (403) 782-3555
Email: scott.depatie@sunlife.com
Fax: (403) 782-5440
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