Symphony Financial Solutions Inc.
Languages spoken: English
Area(s) served: Alberta, British Columbia and Ontario
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. Our team is 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 St. Paul, Alberta - serving Clients from all over Alberta, British Columbia and Ontario. Contact our office if you’re ready to get started.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
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.
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💻https://advisor.sunlife.ca/symphony.financial.solutions/connect/
📞(587) 701-7106
Managing estate planning and tax implications in cottage ownership: Insights from Jacqueline Power - September 24, 2025
https://www.fidelity.ca/en/insights/articles/insights-from-jacqueline-power-sept24/
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Consider a few legacy-building strategies:
- Review and update your estate plan
- Explore tax-efficient wealth transfer options
- Discuss your values and wishes with loved ones
- Consider charitable giving strategies
- Evaluate the benefits of trusts for asset protection
A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.
Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.
💻https://advisor.sunlife.ca/symphony.financial.solutions/connect/
Consider a few legacy-building strategies:
- Review and update your estate plan
- Explore tax-efficient wealth transfer options
- Discuss your values and wishes with loved ones
- Consider charitable giving strategies
- Evaluate the benefits of trusts for asset protection
A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.
Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.
💻https://advisor.sunlife.ca/symphony.financial.solutions/connect/
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