3 Best Financial Services in Airdrie, AB

Expert-recommended Top 3 Financial Services in Airdrie, AB. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price - all to ensure overall excellence. You deserve only the best!

9+ YEARS ON TBR
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LORNE OSBORNE

EDWARD JONES 2000 Market Street, Suite #114,
Airdrie, AB T4A 0R8 Directions

Since 2020

Specialty:

✓Business Retirement Plans ✓Wealth Strategies ✓Retirement Savings Strategies ✓Divorce Finances ✓Wealth Protection Strategies ✓Retirement Income Strategies

"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 and weekend appointments and web conferencing. He specializes in helping high-net-worth individuals make smart decisions that align with their goals, values, and lifestyle.

2026 Highlights: Lorne Osborne works with individuals, families, professionals, business owners, and retirees across Canada, helping them make informed decisions and create personalized strategies."

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Price:

Edward Jones Guided Portfolios Fee-Based Annual Program Fee Starting 1.5%

Contact:

(587) 775-8770

Mon-Fri: 8:30am - 5pm
Sat & Sun: By Appointment

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3+ YEARS ON TBR
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KODA FINANCIAL ARCHITECTS

726 Woodside Bay NorthWest,
Airdrie, AB T4B 2W2 Directions

Since 2010

Specialty:

✓Life ✓Ci and Di and Long-term Care Insurance ✓Investments and Portfolio Strategy ✓Retirement ✓Estate and Debt Management ✓Business Planning ✓Legal Services and Tax Strategies ✓Mortgages ✓Loans ✓Refinancing ✓Home and Car Insurance ✓Yearly Review of Your Financial Plan ✓Employee Benefits ✓Small Business ✓Health and Dental Benefits Solutions

"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. At Koda Financial Architects, the firm provides expert guidance tailored to your unique financial needs, helping you make informed decisions from investment strategies to retirement planning.

2026 Highlights: Koda Financial Architects also educates people on how to organize your finances, by personal appointments, webinars, FB live, seminars."

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Contact:

(403) 980-7386 (587) 893-3192

Mon-Fri: 9am - 6pm
Sat: 9am - 1pm
Sun: Closed

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4+ YEARS ON TBR
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FIRST & MAIN FINANCIAL SERVICES INC-SUN LIFE FINANCIAL

202-120 2nd Avenue NorthEast,
Airdrie, AB T4B 2N2 Directions

Since 2016

Specialty:

✓Personal and Family Health Insurance ✓Disability Insurance ✓Critical Illness Insurance ✓Travel Insurance ✓Dental Insurance ✓Long-Term Care Insurance ✓Whole Life Insurance ✓Participating Life Insurance ✓Term Life Insurance ✓Permanent Life Insurance ✓Universal Life Insurance ✓RRSP ✓TFSA ✓RESPs ✓RRIF ✓GICs ✓LIF ✓Mutual Funds ✓Segregated Funds ✓LIRA ✓FHSA ✓Business Owner Insurance ✓Business Savings ✓RRSPs for Business Owners ✓TFSAs for Business Owners ✓Mortgage Protection Insurance

"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. She works with you to build a strategy for your retirement and your children's education.

2026 Highlights: First & Main Financial Services Inc-Sun Life Financial also offers Health insurance products."

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License #5052539

Contact:

(587) 775-4646

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

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