West of the 5th Financial Solutions Inc.

Languages spoken: English

Area(s) served: Rocky Mountain House, Edmonton

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Who we service

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High net worth and affluent

Securing the future for the next generation is only an appointment away. Let’s talk about your legacy.

Business owners general

Helping business owners take control of their finances one step at a time.

Incorporated professionals

Enjoy the benefits of your hard work. Let’s make sure you are getting the most out of your success.

Let's work together

For your long-term goals or your short-term needs, we will work with you to help discover the best strategy to meet your objectives. We’ll work together to understand your goals, prepare for the unexpected and take advantage of new opportunities – throughout your life.


We can help you meet your needs with a number of solutions. From a simple budget to complex strategies, we can help you build lifetime financial security by:


  • developing an approach that include RRSPs, and TFSAs.
  • growing your investments through GICs, mutual funds or segregated funds,
  • protecting your employees with customized employee protection solutions.
  • converting your lifetime savings into retirement income, in a tax efficient manner.
  • providing you with options for business overhead expense insurance..


You can benefit from our professional expertise and access to some of the industry’s leading insurance and investment products. We can help you build a financial approach customized to your needs.


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.

Mortgage protection insurance

Mortgage protection insurance is a life insurance policy that cover more than just your mortgage payments. With mortgage protection insurance, you can help protect your family’s finances and secure their future.
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Stay informed

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Are you feeling squeezed between caring for your aging parents and supporting your own children? You're not alone.

Balancing multiple financial responsibilities can be overwhelming, but there are strategies to help.

Reach out and we can address your family's needs while helping to safeguard your own financial future.



Script: Don't let the pressure of being "sandwiched" compromise your financial well-being.

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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.