West of the 5th Financial Solutions Inc.
West of the 5th Financial Solutions Inc. is a Sun Life financial advisor firm serving Cold Lake, Rocky Mountain House, and Edmonton, offering investment management, insurance products, and retirement planning focused on building lasting legacies for high net worth clients and bus
- Emphasis on tax & financial planning
Strong fit for tax & financial planning.
West of the 5th Financial Solutions Inc. is a Sun Life financial advisor firm serving Cold Lake, Rocky Mountain House, and Edmonton, offering investment management, insurance products, and retirement planning focused on building lasting legacies for high net worth clients and business owners. They provide services including RRSPs, TFSAs, life insurance, mortgage protection, and tax-efficient retirement income strategies.
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What they're known for.
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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 Rocky Mountain House families.
Rocky Mountain House, AB
Compare with similar Rocky Mountain House providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| West of the 5th Financial Solutions Inc. · this provider | 1 | 5.0 | Tax & Financial Planning |
| Rocky Mountain House - AISH Office (Assured Income for the Severely Handicapped) | — | — | — |
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