Menard Financial Services Ltd - Sun Life Advisors
Menard Financial Services Ltd is a Sun Life advisor practice focused on wealth building, wealth protection, and business planning for families and business owners. The firm emphasizes personalized financial guidance, risk management strategies, and long-term financial empowerment
- Emphasis on tax & financial planning
Strong fit for tax & financial planning.
Menard Financial Services Ltd is a Sun Life advisor practice focused on wealth building, wealth protection, and business planning for families and business owners. The firm emphasizes personalized financial guidance, risk management strategies, and long-term financial empowerment through dedicated advisor relationships.
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 Sherwood Park families.
Sherwood Park, AB
Compare with similar Sherwood Park providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| Menard Financial Services Ltd - Sun Life Advisors · this provider | 2 | 5.0 | Tax & Financial Planning |
| Peter B Mason Real Estate Lawyer | 773 | 4.8 | Wills & Estates |
| Israel & Gerity, PLLC | 175 | 4.2 | — |
| Sam Yau, CFP, CIM, FCSI - Raymond James Ltd. | 36 | 5.0 | — |
| Raymond James Ltd. - Taylor Cooper, CIM®, TEP | 34 | 5.0 | Tax & Financial Planning |
| JacksonWhite Law | 34 | 4.8 | — |
Based on Google review counts and ABSeniors data for legal & financial in Sherwood Park. 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 Sherwood Park — 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.