Pollard Financial Solutions Ltd.

Languages spoken: English

Area(s) served: 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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Let's work together

Making good decisions is the key to achieving lifetime financial security and we’ll help you along the way. We’ll work together by:


  • assessing your current financial situation,
  • setting achievable goals,
  • developing a realistic approach to meet those goals,
  • helping you work toward your goals and
  • helping you revise that approach as your needs change.


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.

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.

Investment options

There are many different investment options to choose from. The right one for you depends on your situation and goals.

Looking at retirement

Everyone’s dream retirement will look a little different. That’s why it’s important to make a custom retirement plan.

Learn more

Stay informed

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Bank of Canada's cutting cycle a 'big tailwind for Canadians': economist - BNN Bloomberg

Bank of Canada's cutting cycle a 'big tailwind for Canadians': economist - BNN Bloomberg

One economist says that over the longer term, Canada’s interest rate-cutting cycle will spur strong economic growth relative to the U.S.
Budget calculator

Budget calculator

Do you know what goes into a #budget? ​

Include basic living expenses like:​
✔️Housing​
✔️Food​
✔️Transportation​
✔️Clothing​

Put aside spending money, but don’t include expenses like: ​
❌dining out,​
❌weekend trips,​
❌or leisure and hobbies​

Looking for a tool to help you get your spending on track? Check out Sun Life's budget calculator.
Do you need life insurance if you’re wealthy?

Do you need life insurance if you’re wealthy?

Do you have a high-net worth? Find out how you can use life insurance to help grow and protect your finances....

Office information

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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.