Chantelle Broughton - Sun Life Financial Advisor
- 44 client reviews (5.0★ average)
Care that adapts as needs change.
Retirement and pension planning.
Expect complex financial concepts explained in plain, accessible language
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.
Who this may be right for.
Good fit for
- Retirement and pension planning
- Clients with little prior investment knowledge
Ask first if
- Clients note she listens first and tailors plans to individual goals rather than pushing a one-size-fits-all approach
- Dissatisfied advisor relationship
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 Lethbridge families.
Lethbridge, AB
In their own words.
“Chantelle is the best and she really cares about her clients.”
“Chantelle is easy to understand and always answers questions in the same manner. She is always approachable, patient and understanding. Always will listen to what we want and then will offer the best options. We like working with her.”
“Explains my account very well. Very informative. Thank you Anna”
Excerpts from public Google reviews. See all reviews on the provider's Google listing.
Compare with similar Lethbridge providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Chantelle Broughton - Sun Life Financial Advisor · this provider | 44 | 5.0 | — |
| LETOURNEAU LLP | 375 | 4.8 | Wills & Estates |
| Stringam Law | 237 | 4.4 | — |
| Low & Company LLP | 227 | 4.8 | Wills & Estates |
| Advantage Financial Services Inc | 184 | 5.0 | Tax & Financial Planning |
| Huckvale LLP | 99 | 4.6 | Wills & Estates |
Based on Google review counts and ABSeniors data for legal & financial in Lethbridge. Verify current details with each provider.
Let ABSeniors rank your top matches.
Answer six quick questions about your situation and we'll score every legal & financial provider in Lethbridge — then show you the ones to call first, with the reasons why.
Get my top matches →Questions families actually ask.
What types of financial planning does Chantelle Broughton specialize in? +
Based on reviewer feedback, Chantelle assists clients with retirement planning, pension navigation, investment strategies, insurance, and overall wealth management. Multiple reviewers specifically highlight her help with tax-efficient retirement savings.
Is Chantelle Broughton easy to communicate with and reach? +
Reviewers consistently describe her as prompt with replies, approachable, and patient when answering questions. Several clients note she explains financial concepts clearly without using confusing jargon.
Is this advisor suitable for someone who is new to investing? +
Multiple reviewers with little investment background say Chantelle takes the time to ensure they fully understand their options and feel comfortable before making decisions. Her personalized approach is frequently cited as a strength for first-time investors.
Does she work with multi-generational families? +
At least one reviewer mentions that after moving their own investments to Chantelle, their adult child also began investing with her, suggesting she is comfortable working across generations within the same family.
Is this your business?
Claim this listing to add photos, description, and your website.