3 Best Financial Services in Sherwood Park

“Advico Financial Planning Group Inc. Founder and Senior Corporate Advisor Ryan M. Jewell. He has over 25 years of financial service experience and specializes in working with corporations and business owners in investment, protection, and succession planning. He earned his Chartered Life Underwriter (CLU) designation in 2015 and is an active member of the Canadian Association of Life Underwriters (CALU). Advico's team believes there is no one-size-fits-all approach to financial planning. They provide business owners and professional corporations with strategic insurance planning to effectively manage current and future needs. They are the corporate advisors you can count on to help you grow, protect, and build a better future for your business. They work with owners and accountants to understand your business, helping you use insurance strategies for tax and succession plans.”

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“Sunesis Financial is owned by Matthew Hammond. The Sunesis Financial team sets itself apart from other financial advisory firms by proactively engaging their clients through a financial plan. The foundation of their relationship with clients is built on creating a strong financial plan that fully allows them to understand their unique situation and provides a roadmap to achieving their short and long-term financial goals. The firm offers families and businesses in the Edmonton area a place to receive proactive and trusted financial advice throughout their lives. They serve all clients with the same level of integrity, honesty, and sincerity regardless of their asset level. You can contact them to get a free financial consultation.”

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“Kewcorp Financial financial planner Jim Kew. The team at Kewcorp Financial aspires to help people secure their financial futures on a customized and individual basis. They built this company with the top priority of serving their clients and meeting their financial expectations. They are committed to ensuring transparency in their financial disclosures. They are an accomplished team of financial planners with over 50 years of combined experience assisting clients with their personal and business financial matters. Their experts specialize in building sound financial strategies to help you reach your financial goals. The team is confident in their knowledge and ability to secure your financial future. Get a free initial consultation and financial advice. Kewcorp Financial Choose your service and complete their simplified questionnaire to have a team member contact you within 24 hours.”

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