Lewis Financial Services - Sunlife Advisor
Lewis Financial Services is a Sun Life advisor in Sylvan Lake, Alberta offering financial planning for business owners, families, and pre-retirees/retirees. They provide in-person and virtual appointments across Central Alberta, with services including insurance, retirement plann
- Emphasis on tax & financial planning
- Remote / virtual meetings
- 9 client reviews (4.7★ average)
Strong fit for tax & financial planning.
Lewis Financial Services is a Sun Life advisor in Sylvan Lake, Alberta offering financial planning for business owners, families, and pre-retirees/retirees. They provide in-person and virtual appointments across Central Alberta, with services including insurance, retirement planning, and estate planning.
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.
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 Sylvan Lake families.
Sylvan Lake, AB
Compare with similar Sylvan Lake providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Lewis Financial Services - Sunlife Advisor · this provider | 9 | 4.7 | Tax & Financial Planning |
| Seal Nulliah Law (formerly JD Law - Family Law Department) | 124 | 4.9 | Wills & Estates |
| Rouillard Law Office | 45 | 4.2 | — |
| Rob Maudsley | Solomon Financial | Sylvan Lake, AB | 29 | 5.0 | Tax & Financial Planning |
| Sylvan Lake Law Office | 23 | 3.7 | — |
| Phoenix Financial | — | — | — |
Based on Google review counts and ABSeniors data for legal & financial in Sylvan Lake. 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 Sylvan Lake — then show you the ones to call first, with the reasons why.
Get my top matches →Is this your business?
Claim this listing to add photos, description, and your website.