First & Main Financial Services Inc : Kate Norris [Advisor]- Sun Life Financial
Kate Norris is a Sun Life Financial advisor in Airdrie, AB offering financial planning, life insurance, health insurance, and savings/investment strategies. The practice focuses on helping clients reach financial goals and protect their legacies through personalized financial str
- Emphasis on tax & financial planning
- 22 client reviews (5.0★ average)
Strong fit for tax & financial planning.
Kate Norris is a Sun Life Financial advisor in Airdrie, AB offering financial planning, life insurance, health insurance, and savings/investment strategies. The practice focuses on helping clients reach financial goals and protect their legacies through personalized financial strategies.
Bring all your existing policies — clients have consolidated mortgage, credit, and life insurance here and saved money
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
- 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
In their own words.
“Highly recommend. Amazing, helpful team.”
Excerpts from public Google reviews. See all reviews on the provider's Google listing.
Compare with similar Airdrie providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| First & Main Financial Services Inc : Kate Norris [Advisor]- Sun Life Financial · this provider | 22 | 5.0 | Tax & Financial Planning |
| Kraft & Co. Law | 144 | 4.9 | — |
| Marr & Company Chartered Professional Accountants | 137 | 4.9 | Tax & Financial Planning |
| Warnock & Associates | 114 | 4.7 | Wills & Estates |
| Hassett & Reid LLP | 108 | 4.1 | — |
| Immigration & Criminal Defense Law Office | 91 | 4.9 | — |
Based on Google review counts and ABSeniors data for legal & financial in Airdrie. Verify current details with each provider.
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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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