Kate Norris, B.A., CHS™*

Address:
132 1 Avenue NW Airdrie, Alberta T4B 3H4
Languages:
English
Phone:
403-470-8832
Email:

When it comes to planning for lifetime financial security, you want the best for your loved ones. It can be challenging to provide for your family while also looking to the future. As a Sun Life Financial advisor, I know the importance of a well-built plan to protect loved ones and grow savings. Using a holistic approach, I'll work with you to build a strategy for your retirement and your children's education. Throughout the planning process, we'll work together to determine your financial goals and build a roadmap to help get you there. When I'm not in the office, I enjoy spending time outdoors and working on home projects. An avid traveler, I enjoy meeting new people and participating in local community activities.

Preparing for an appointment
The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:

  • Salary or income, investments and insurance amounts
  • Pension and registered savings information
  • Assets and debts
  • Financial information for any business you own

*Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.