Ethan Kuzek - Sun Life Financial Advisor
Ethan Kuzek is a Sun Life Financial Advisor in Lethbridge offering health insurance, life insurance, savings and investment planning, with emphasis on mortgage protection and wealth transfer strategy. The website does not explicitly indicate specialization in seniors/elder law, p
- Emphasis on tax & financial planning
- 9 client reviews (5.0★ average)
Strong fit for tax & financial planning.
Ethan Kuzek is a Sun Life Financial Advisor in Lethbridge offering health insurance, life insurance, savings and investment planning, with emphasis on mortgage protection and wealth transfer strategy. The website does not explicitly indicate specialization in seniors/elder law, powers of attorney, wills, estates, or any operational features like free consultations or home visits.
Ask about both investment and insurance options — reviewers mention he handles both
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
- Clients new to financial planning who need patient, plain-language guidance
- Seniors seeking retirement planning aligned with personal values and lifestyle goals
Ask first if
- Ethan works with a small team at Sun Life, and reviewers note strong communication and responsiveness from both him and his team
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.
“Was so happy and satisfied with Ethan Kuzek, my financial advisor. He was genuinely caring about what I needed. I highly recommend him.”
“Ethan is a fabulous financial advisor! He has a great knowledge base and is always available for questions - I highly recommend Ethan for all your financial needs.”
“Ethan is very informative, and ensures full understanding. He keeps topics engaging and looks outs for your best interests. Would recommend to anyone looking for a great advisor.”
Excerpts from public Google reviews. See all reviews on the provider's Google listing.
Compare with similar Lethbridge providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Ethan Kuzek - Sun Life Financial Advisor · this provider | 9 | 5.0 | Tax & Financial Planning |
| 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.
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Get my top matches →Questions families actually ask.
Is Ethan Kuzek a good fit for someone who has never worked with a financial advisor before? +
Multiple reviewers note that Ethan is patient and explains financial concepts in plain, easy-to-understand terms, making him a comfortable starting point for first-time clients.
Does Ethan take a personalized approach to financial planning? +
Reviewers consistently highlight that Ethan takes time to understand clients' individual goals, values, and lifestyle before making recommendations, rather than offering a one-size-fits-all plan.
Does Ethan handle insurance as well as investments? +
According to reviewers, Ethan assists clients with both investment planning and insurance needs, including personal and business insurance coverage.
How responsive is Ethan and his team to client questions? +
Several reviewers describe him as punctual, prompt, and always available for questions, with strong communication noted from both Ethan and his team.
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