West of the 5th Financial Solutions Inc.
Languages spoken: English
Area(s) served: Rocky Mountain House, Edmonton
Let's go further together
Our mission is to partner with you to create your financial comfort, to protect your family, and to build your legacy through our uncompromised integrity, trust and personalized service.
Our Company values are :
Community
Compassion
Accountability
Autonomy
Candor
Who we service
Learn more
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
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 covers more than just your mortgage payments. With mortgage protection insurance, you can help protect your family’s finances and secure their future.
Stay informed
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Small Business Week celebrates entrepreneurs like you. Running your own business takes courage, dedication and vision.
Let’s chat about how I can support you with solutions designed for small business owners, from protecting your income to planning for growth.
Want to build a stronger foundation for your future. Reach out today.
#SmallBusinessWeek #SmallBusiness
Let’s chat about how I can support you with solutions designed for small business owners, from protecting your income to planning for growth.
Want to build a stronger foundation for your future. Reach out today.
#SmallBusinessWeek #SmallBusiness
Small Business Week celebrates entrepreneurs like you. Running your own business takes courage, dedication and vision.
Let’s chat about how I can support you with solutions designed for small business owners, from protecting your income to planning for growth.
Want to build a stronger foundation for your future. Reach out today.
#SmallBusinessWeek #SmallBusiness
Let’s chat about how I can support you with solutions designed for small business owners, from protecting your income to planning for growth.
Want to build a stronger foundation for your future. Reach out today.
#SmallBusinessWeek #SmallBusiness
🍂🦃 Happy Thanksgiving from West of the 5th Financial Solutions Inc. 🦃🍂
As we take time to reflect on gratitude, we want to thank all of our amazing clients and community for your continued trust and support. We are truly grateful to be part of your journey.
Wishing you and your loved ones a warm and wonderful Thanksgiving filled with family, good food, and great memories.
Please note our office will be closed Thanksgiving Monday and will reopen Tuesday, October 13th at 8:00 AM.
Happy Thanksgiving! 🍁
As we take time to reflect on gratitude, we want to thank all of our amazing clients and community for your continued trust and support. We are truly grateful to be part of your journey.
Wishing you and your loved ones a warm and wonderful Thanksgiving filled with family, good food, and great memories.
Please note our office will be closed Thanksgiving Monday and will reopen Tuesday, October 13th at 8:00 AM.
Happy Thanksgiving! 🍁
🍂🦃 Happy Thanksgiving from West of the 5th Financial Solutions Inc. 🦃🍂
As we take time to reflect on gratitude, we want to thank all of our amazing clients and community for your continued trust and support. We are truly grateful to be part of your journey.
Wishing you and your loved ones a warm and wonderful Thanksgiving filled with family, good food, and great memories.
Please note our office will be closed Thanksgiving Monday and will reopen Tuesday, October 13th at 8:00 AM.
Happy Thanksgiving! 🍁
As we take time to reflect on gratitude, we want to thank all of our amazing clients and community for your continued trust and support. We are truly grateful to be part of your journey.
Wishing you and your loved ones a warm and wonderful Thanksgiving filled with family, good food, and great memories.
Please note our office will be closed Thanksgiving Monday and will reopen Tuesday, October 13th at 8:00 AM.
Happy Thanksgiving! 🍁
Business owners spend years building a successful company, but many give less thought to what happens when they're ready to step away.
Whether retirement is 5 years away or 15, having a succession strategy in place can help you identify ways to protect what you've built and preserve its value.
Let's explore ways to help prepare your business and personal finances for whatever comes next. https://advisor.sunlife.ca/west5th.financial/
Whether retirement is 5 years away or 15, having a succession strategy in place can help you identify ways to protect what you've built and preserve its value.
Let's explore ways to help prepare your business and personal finances for whatever comes next. https://advisor.sunlife.ca/west5th.financial/
Business owners spend years building a successful company, but many give less thought to what happens when they're ready to step away.
Whether retirement is 5 years away or 15, having a succession strategy in place can help you identify ways to protect what you've built and preserve its value.
Let's explore ways to help prepare your business and personal finances for whatever comes next. https://advisor.sunlife.ca/west5th.financial/
Whether retirement is 5 years away or 15, having a succession strategy in place can help you identify ways to protect what you've built and preserve its value.
Let's explore ways to help prepare your business and personal finances for whatever comes next. https://advisor.sunlife.ca/west5th.financial/
Office information
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.