3 Best Financial Services in Airdrie, AB

“Lorne Osborne has had a successful career with Edward Jones. He began investing and saving at a young age and has been fortunate to learn how to grow his assets through investing. Lorne is always excited to help others achieve similar success. Supported by Edward Jones, he is well-equipped to offer expert financial guidance. Guided by some of the most experienced analysts in the industry, Lorne ensures that his clients receive the best solutions while he focuses on his expertise. If you are looking for someone who genuinely cares about your finances and goals, you’ve found the right person. He works diligently to help his clients manage their financial needs and looks forward to learning more about your goals and how he can help achieve them. He and his team are dedicated to providing clients with exceptional attention and top-notch service. They also offer evening, weekend appointments and web conferencing.

Read more

“Koda Financial Architects is founded by Veronique Dewilde. She was the youngest and only female member to join a local investment group led by financial professionals, who taught her a great deal about investments and taxes. She discovered that investments and taxes were so intertwined that she decided to learn as much as possible about taxes. She started TaxAdVise in 2010. She learned the ropes of the industry and the profession with WFG and Experior, but their models didn’t fit her. Having been at the top of both companies, Veronique decided to create her own financial brokerage, Koda Financial Architects.

Read more

“First & Main Financial Services Inc-Sun Life Financial is dedicated to providing excellent client service and offering a holistic approach, providing investments, retirement planning, and personal and small business insurance solutions. Kate Norris is the financial planner of the firm. She helps create lifetime financial security for individuals and families. Her goal as a financial advisor with Sun Life is to ensure her clients have a financial plan that includes protecting their assets and income and saving and investing for the long term. She and her team are proud to work with an industry-leading company and are passionate about helping people secure their financial future.

Read more