First & Main Financial Services Inc : Kate Norris [Advisor]- Sun Life Financial
A legal & financial in Airdrie — relationship-driven and community-based, not corporate or transactional.
Care that adapts as needs change.
Retirement planning and investment growth. Personal and attentive — clients report feeling individually known rather than processed.
Bring all your existing policies — clients have consolidated mortgage, credit, and life insurance here and saved money
relationship-driven and community-based, not corporate or transactional
What families look for first.
Who this may be right for.
Good fit for
- Retirement planning and investment growth
- Self-employed individuals and small business owners needing health spending accounts or contractor insurance
Ask first if
- Offers a wide range of products under one roof: life insurance, health insurance, travel insurance, investments, and group benefits
- Clients with little to no financial knowledge report being educated and guided through the process comfortably
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 Airdrie families.
Airdrie, AB
Questions families actually ask.
What types of products and services does First & Main Financial Services offer? +
The firm offers financial planning, retirement investment advice, life insurance, private health insurance, travel insurance, contractor and self-employed insurance, group benefits, and health spending account setup for small businesses. Multiple reviewers note the team covers a broad range of both insurance and investment needs. This makes it possible for clients to consolidate several financial products in one place.
Is Kate Norris a good fit if I don't know much about investing or insurance? +
Multiple reviewers with little prior financial knowledge describe Kate as patient and skilled at explaining complex topics in plain language. She takes time to walk clients through all available options so they can make informed decisions. Clients consistently describe leaving conversations feeling educated rather than overwhelmed.
Does the office serve clients in Airdrie specifically? +
Yes, the office is based in Airdrie and several reviewers specifically mention the local Airdrie presence as a benefit. Clients appreciate being able to work with a responsive, community-based advisor rather than a distant or generic service.
Can First & Main help self-employed or small business owners? +
Yes, reviewers mention the team has helped small business owners set up health spending accounts and arrange insurance coverage for contractors and the self-employed. They are described as knowledgeable about the specific needs of business owners.
How responsive is the team when clients have questions or urgent needs? +
Several long-term clients highlight quick response times as a standout feature, with one reviewer noting they receive replies immediately every time they reach out. The team is described as consistently available and proactive in addressing client concerns.
Can I get travel insurance through Kate's office? +
Yes, multiple reviewers specifically mention purchasing travel insurance through First & Main, including coverage for travel outside Canada for work. The process is described as quick and straightforward.
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