West of the 5th Financial Solutions Inc.
West of the 5th Financial Solutions Inc. is a Sun Life financial advisor firm serving high net worth clients, business owners, and incorporated professionals in Rocky Mountain House and Edmonton. They offer investment management, insurance products, retirement income planning, an
- 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 high net worth clients, business owners, and incorporated professionals in Rocky Mountain House and Edmonton. They offer investment management, insurance products, retirement income planning, and tax-efficient strategies including RRSPs, TFSAs, and mortgage protection insurance.
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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 High River families.
High River, AB
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|---|---|---|---|
| West of the 5th Financial Solutions Inc. · this provider | 1 | 5.0 | Tax & Financial Planning |
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