Best Financial Services in Airdrie

Lorne was very knowledgeable and took the time to answer all of our questions before we even started investing with him. I appreciated how he simplified the process and didn’t talk above our heads. He makes you feel very in control of your investments while using his expertise to guide your choices. He has an in-depth understanding of our teacher pension plan too and we look forward to planning our retirement knowing that he’s looking out for us.

Lorne is awesome to work with. He listens to your needs and comes up with strategies I hadn’t even thought of. He is very knowledgeable and shares it in a way you can understand. He knows a lot about teacher pensions and paving the way to retirement. I recommend him to everyone I talk to!

Lorne is very kinetic, he and his team are genuine in their approach to helping people with their financial wellbeing. My experience with Lorne would indicate that he is invested enough with his clientele to tailor their respective portfolios rather than use a one size fits all approach. Lorne and his team maintain excellent communications and service.

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I cannot say enough wonderful things about Kate and Genna. They truly are a power team. I know that Kate has my best interests in heart and found me numerous financial solutions that make sense for the short and long term. She also broke down the pros and cons of various insurance solutions to find the best option for my family and future goals. Genna is always available to answer all of my many questions and expedited all the documents in a timely manner. If you're looking for any financial or insurance advise make First & Main your first call!

Genna was outstanding to deal with! She was so patient and addressed all my questions and concerns. I am very happy with the client service provided by First & Main Financial definitely wouldn't hesitate recommending them to anyone.

Kate is very professional and knowledgeable. Going into working with Kate I knew very little, but Kate made sure I understood my options and best strategies. Kate was very easy to talk to and personalized the solutions that were just right for me.

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Janine is awesome on her expertise. She is very approachable and meets you where you need her. I highly recommend her both for business financial planning and on personal life.

Janine is so kind and offers amazing service. With her support, those difficult financial steps seem just a little bit more manageable. Thanks so much, Janine.

she will always help you determine your insurance needs, on your behalf, will shop for a product that meets those needs and your budget.

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