Defazio-Campos Financial Services Inc. (Sun Life)
Sun Life affiliated advisors on Ford Road near Bonson offering life and health insurance and retirement planning.
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Two financial advisory practices are listed, both branches of national firms rather than independent shops: an Edward Jones office run by Diane and Brad Kirkland off 122A Avenue, and a Sun Life-affiliated practice on Ford Road. Both work within their parent company's compliance and investment framework, so account options and fee structures follow a standardized national model even though the day to day relationship runs through the local advisor.
This is a small list for a reason: financial planning in a city this size tends to run through advisors based elsewhere, or through the banks and credit unions already listed under that category. Appointments are the normal way to start with either practice rather than walking in. Each listing carries its neighborhood, address and hours where published.
Sun Life affiliated advisors on Ford Road near Bonson offering life and health insurance and retirement planning.
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Financial advisory branch on 122A Avenue in Town Centre, helping clients with retirement and investment planning.
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