First & Main Financial Services Inc : Kate Norris - Sun Life Financial - Airdrie
About First & Main Financial Services Inc : Kate Norris - Sun Life Financial
Genna Bey | Associate Advisor | Administrator
Genna joined Kate at the beginning of 2021. With over 15 years of experience in the financial services Industry, ranging from administration, to advisor, to financial services manager, she brings a lot of expertise to our company.
Genna’s primary responsibilities are client service administration, streamlining policies and procedures, and social media management. Having her take on these initiatives allows Kate to focus her time working directly with you, her clients, creating detailed plans and executing a high level of dedication to ensuring the best recommendations are made.
When Genna is not working, she is with her husband and young son. They enjoy camping in the summer and spend most of their time at their seasonal spot at Pine Lake.
Contact First & Main Financial Services Inc : Kate Norris - Sun Life Financial
| Address : | 120 2 Ave NE #202, Airdrie, AB T4B 2N2, Canada |
| Phone : | 📞 +788 |
| Postal code : | 4 |
| Website : | https://firstandmainfinancial.ca/ |
| Categories : | |
| City : | B |
|
k
|
kathy huynh on Google
★ ★ ★ ★ ★ My partner and I have been working with Kate for many years. She’s been a wealth of knowledge and always takes the time to explain our options. In the past we’ve found some advisors can be quite dismissive or generic but Kate’s sincere and attentive to her clients. We’ve recommended her time and time again to our friends!
|
|
L
|
Lindsey Edwards on Google
★ ★ ★ ★ ★ I recently met with Kate and Genna to discuss my insurance needs. Over our conversations I was so impressed with the education and knowledge they provided, I decided to move my investments to them as well. The entire process was quick and efficient. I look forward to working with them for many more years to come.
|
|
J
|
John Lyall on Google
★ ★ ★ ★ ★ I would like to say that in my 68 years ive had many interactions with people ..i can honestly say that Kate and Genna are at the top of my respect and enjoyment levels. They have gone above and beyond and always with the greatest courtesy. I recommend them as friends and financial advisors without any hesitation.
|
|
K
|
Kim Nguyen on Google
★ ★ ★ ★ ★ I have been working closely with Kate for many years now. She is a wealth of knowledge and is extremely patient and helpful. Insurance can be quite complex however Kate is the type of advisor who takes her time to ensure you are fully aware of everything in detail to help you make the right educated decision.
|
|
C
|
Chantelle Gamache on Google
★ ★ ★ ★ ★ Working with Genna for travel insurance was quick, easy and a great overall experience. Getting insurance for travel right now is an absolute must and I was able to get the exact coverage I was looking for. Working with Genna all of my worries were put at ease allowing me to fully enjoy my trip.
|
|
J
|
Jason Gelleny on Google
★ ★ ★ ★ ★ Kate is very professional and knowledgeable. Going into working with Kate I knew very little, but Kate made sure I understood my options and best strategies. Kate was very easy to talk to and personalized the solutions that were just right for me.
|
|
K
|
Keri Aquart on Google
★ ★ ★ ★ ★ I can’t say enough about This company!
Kate is an absolute wizard when it comes to investing and finance. My husband and I couldn’t be happier with the service. Professional, caring and integrity are just a few words to describe the people that represent this business. Thank you for helping us plan for our retirement and educating us on how investing works. I highly recommend!
|
|
L
|
Lindsay Bosma on Google
★ ★ ★ ★ ★ I cannot say enough wonderful things about Kate and Genna. They truly are a power team. I know that Kate has my best interests in heart and found me numerous financial solutions that make sense for the short and long term. She also broke down the pros and cons of various insurance solutions to find the best option for my family and future goals. Genna is always available to answer all of my many questions and expedited all the documents in a timely manner. If you're looking for any financial or insurance advise make First & Main your first call!
|
Write some of your reviews for the company First & Main Financial Services Inc : Kate Norris - Sun Life Financial
Your reviews will be very helpful to other customers in finding and evaluating information
Nearby places in the field of Financial planner,
Nearby places First & Main Financial Services Inc : Kate Norris - Sun Life Financial
