Symphony Financial Solutions Inc.

Languages spoken: English

Area(s) served: Alberta, British Columbia and Ontario

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Welcome to Symphony Financial Solutions Inc.

At Symphony Financial Solutions Inc., we understand that life can be busy. We also know that you shouldn’t wait to start planning for your future. My team and I are here to create a financial plan that will take your unique situation into consideration. Whether you’re a young family, professional, business owner or pre-retiree, we can help you reach your goals. 

 

As a team, we think outside of the box. This helps us bring different ideas to the table when it comes to working on your financial plan. We’ll listen to your story and learn what you do. We’ll consider your needs and ideas and put them into a financial plan that will help you reach your goals. 

 

Making a difference in people’s lives is what keeps us motivated. Nothing makes us happier than telling a Client they are on track to reach their goals. 

 

We are located in Edmonton, Alberta and serve Clients from all over Alberta, British Columbia and Ontario. Contact our office if you’re ready to get started. 

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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8 ways you can benefit from life insurance:

1. protecting your wealth
2. dividing your estate
3. providing a tax-free payout
4. protecting your estate
5. diversifying your portfolio
6. providing extra tax-free retirement income
7. funding a buy-sell agreement
8. enabling you to be able to support a cause

Read more about protecting your wealth with life insurance in this article.

Office information

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Sunlife
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.