Ashley Kramer - Financial Planner, Sun Life
A legal & financial in Red Deer — personable and approachable rather than corporate.
Care that adapts as needs change.
Families planning life insurance and long-term investments.
Come prepared to discuss your goals — she asks detailed questions to tailor coverage
personable and approachable rather than corporate
What families look for first.
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
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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