About

The Estate & Financial Planning Services (EFPS) team provides support for financial planning. At Sun Life we have a team of CFP, CPA, CLU. An EFPS planner can meet with Clients to review their entire financial situation and provide recommendations. Estate planning

• Retirement planning
• Investment strategies
• Taxation strategies
• Contingency planning
• Business continuation planning
• Succession planning

Kim is the Team Lead of the Client Experience Team. She brings over 10 years of admin experience. And has been with the W5 team for over 3 years. I She prides herself in excellent customer service skills and Client relations. Kim is very detail orientated, organized and knowledgeable. She is able to help with booking appointments, answering emails, personal information updates, mobile app questions, and directing Clients to right person in the office to help you with all of your needs. She is always happy to help and look forward to connecting with Clients so that they feel comfortable reaching out for any concerns or questions they may have. If she doesn’t have an answer for you, she will seek it out and make sure that someone gets back to you. In her free time Kim loves spending time with her husband and their 3 children. She enjoys watching hockey, golfing, curling, travelling and camping.

Shianne joined the team on October 31, 2020 which also happens to be her favorite day of the year. Shianne is the lead of the insurance team and helps your advisor in the upkeep of policies to keep them running at their full potential. She also focuses on helping Clients through the difficult claims process. She has been with Sun Life and West of the 5^th for almost 4 years and has made many contacts to help with any issues that arise. Her good communication skills ensure that both your advisor and Sun Life are made aware of anything the Client might need. She was born in Rocky Mountain House, leaving for only a few years to attend college. She has three children, who have now all made it to high school or have graduated. Most days you can find her listening to true crime or reading a book. In the summer she spends her downtime working on her tan and her garden, and in the winter months you can find her at a hockey arena or at home baking cookies while watching Harry Potter.

Lorissa McNutt is new to the team and is learning the administration process on new insurance. She prides herself with exceptional organizational skills, attention to detail, and passion for providing efficient customer service.

She was born and raised in Rocky Mountain House and lives on the family farm. Prior to joining West of the 5^th Financial she was actively involved in her kids extra curricular activities, holding positions on various boards and spent many hours volunteering in the schools. In her free time she likes to spend time with her family camping, boating, hiking and running. 

Christina Williams has been a member of the West of the 5^th team for over a year. She helps in a few different areas, file management, helping with the front desk and assisting Angela with tasks. Christina does a bit of everything around the office from fixing things to coming up with fun team building activities. Christina is always willing to put herself out there and try new tasks. She looks forward to seeing what new and exciting things she can do for the team and what she can learn along the way.

Outside of the office, Christina enjoys riding horses, and just about anything outside, hunting, fishing, camping, gardening. If there is something to do outside that usually where you’ll find her

Madison Velichka is a recent high school graduate who is eager to learn. She has been a member of our team for just under a year. She has been helping and assisting under our wealth and Insurance teams. She is a very well-organized individual who appreciates a daily to do list. Madison is cautious and makes good use of her time to avoid any mistakes. She attacks her workload with a logical approach to ensure accuracy. She looks forwarded to learning more and gain a deeper understanding so that she can provide the greatest possible experience for Clients.

Outside of the office, Madison is often found coaching one of her sibling’s sports team’s. She has been helping coach soccer under the Rocky Knights Soccer Association for two years and intends to continue. She enjoys hiking and capturing moments with her camera.