Ashley Kramer - Financial Planner, Sun Life
Ashley Kramer is a financial planner with Sun Life serving Alberta and Ontario, offering financial planning, life insurance, health insurance, and investment solutions for families, business owners, and pre-retirees/retirees. The practice focuses on helping clients create financi
- Emphasis on tax & financial planning
- 5 client reviews (5.0★ average)
Strong fit for tax & financial planning.
Ashley Kramer is a financial planner with Sun Life serving Alberta and Ontario, offering financial planning, life insurance, health insurance, and investment solutions for families, business owners, and pre-retirees/retirees. The practice focuses on helping clients create financial roadmaps and protect their families' futures through comprehensive financial strategies.
Come prepared to discuss your goals — she asks detailed questions to tailor coverage
Reflects how complete and verified this listing is on ABSeniors — review volume, recency, website review, office, and funding info. Not a quality rating of the provider.
What they're known for.
Summarized from the provider's own website. Verify specifics when you contact them.
Who this may be right for.
Good fit for
- Families planning life insurance and long-term investments
- Clients new to financial planning who need thorough explanations
A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Red Deer families.
Red Deer, AB
In their own words.
“Ashley has done my life insurance and investments for 13 years. She always has our best interests and goals in mind. Couldn’t recommend her enough”
“Ashely is extremely knowledgeable and very friendly and personable. She genuinely cares about the clients she helps, their families and protecting against life’s unwelcome events. Highly recommended.”
“I found Ashley to be extremely friendly and easy to talk to. She asked questions to determine exactly what I needed. Highly recommend”
Excerpts from public Google reviews. See all reviews on the provider's Google listing.
Compare with similar Red Deer providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Ashley Kramer - Financial Planner, Sun Life · this provider | 5 | 5.0 | Tax & Financial Planning |
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| Advocate Law - Red Deer Criminal Trial Defence Lawyers | 195 | 4.9 | — |
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Based on Google review counts and ABSeniors data for legal & financial in Red Deer. Verify current details with each provider.
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Get my top matches →Questions families actually ask.
How long has Ashley Kramer been working with clients on financial planning? +
At least one reviewer noted a 13-year ongoing relationship with Ashley, suggesting she has substantial long-term experience working with clients in Red Deer.
What types of financial products does Ashley Kramer help with? +
Reviews mention life insurance and investments as core areas she assists with, along with protection planning against unexpected life events.
Is Ashley Kramer a good fit for someone who is new to financial planning? +
Multiple reviewers noted she takes time to explain information clearly and uncovers gaps clients were unaware of, making her a strong fit for those unfamiliar with financial planning products.
Does Ashley Kramer take a personalized approach with clients? +
Reviewers consistently note that she asks questions to understand individual needs and genuinely listens, rather than offering a one-size-fits-all solution.
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