Symphony Financial Solutions Inc.
Languages spoken: English
Area(s) served: Alberta, British Columbia and Ontario
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.
Your future, our priority
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.
How we work: a simple, clear process
We know that working with an advisor can feel overwhelming, but we’re here to make it easy and stress-free. Here’s what you can expect when you work with us:
Step 1: Understanding you
We start with a conversation—no sales pitch, just a chance to learn about you. We’ll discuss:
✔️ Your current financial situation
✔️ Your short-term and long-term goals
✔️ Any concerns or questions you have
This step is all about listening. We want to understand your priorities before making any recommendations.
Step 2: Creating your personalized financial plan
After learning about your goals, we build a customized plan tailored to your unique situation. This may include:
✔️ Investment strategies to help grow your wealth
✔️ Risk protection with insurance solutions
✔️ Tax-efficient strategies to help keep more of your money
✔️ Retirement planning to help secure your future
We take a creative, out-of-the-box approach to find solutions that fit your life—not a one-size-fits-all template.
Step 3: Walking you through your plan
Once we’ve developed your financial strategy, we’ll sit down and explain everything in simple terms. No jargon, no pressure—just a clear breakdown of your options.
✔️ You’ll know exactly what’s in your plan and why.
✔️ We’ll answer all your questions and make adjustments based on your feedback.
✔️ You make the final decision on what steps to take.
Step 4: Putting the plan into action
Once you’re confident in your plan, we help you put it into motion. This could include:
✔️ Setting up investments and accounts
✔️ Implementing tax and insurance strategies
✔️ Adjusting plans as your life evolves
You remain in control every step of the way, and we guide you through the process to ensure everything runs smoothly.
Step 5: Ongoing support and adjustments
Financial planning isn’t a “set it and forget it” process. As your life changes, we’ll be here to:
✔️ Adjust your plan to match new goals and priorities
✔️ Help you navigate market changes
✔️ Help ensure you stay on track toward financial security
We’re not just here for today—we’re committed to your long-term success.
Ready to Get Started?
No pressure, no obligation—just a conversation about your future. Contact us today to book a free consultation.
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.
Stay informed
See more articles- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you.
Office information
