Lenz Financial Services Ltd.

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Lenz Financial Services Ltd. I care about lasting impressions and building strong relationships with my Clients! Advisor, Kyle Lenz*

We are Sun Life Advisors.

These are our personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo. Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc.

*Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

Have you considered how a serious illness could affect your finances while you’re still working and supporting your fami...
10/15/2026

Have you considered how a serious illness could affect your finances while you’re still working and supporting your family?

Critical illness insurance protects more than just your future — it helps safeguard your financial stability during recovery when you need it most.

If you're diagnosed with one of 26 covered illnesses and meet policy requirements, critical illness insurance provides a lump-sum benefit you can use for whatever matters: medical expenses, mortgage payments, lost income or ongoing care. That means you can focus on getting better instead of worrying about finances.

Those eligible can benefit from 10% lower premiums for life when you bundle critical illness coverage with other protection solutions. This rate locks in permanently giving you lasting financial security. Get in touch to see if this offer is right for you. https://bit.ly/4dJoARr

*Terms and conditions apply

What's your biggest concern when it comes to life insurance? 📊 Vote in the comments: 1- I'm not sure how much coverage ...
10/13/2026

What's your biggest concern when it comes to life insurance?

📊 Vote in the comments:
1- I'm not sure how much coverage I need
2 - It feels too expensive
3 - I don't know where to start
4 - I'm worried about my family's future
5 - All the above

Life insurance isn't one-size-fits-all. Your situation is unique. We're here to help you find a solution that works for you and your loved ones. Share your thoughts; we'd love to hear from you.

Retirement planning doesn't have to be complicated. Sun Life One Plan helps turn your goals into a personalized financia...
10/09/2026

Retirement planning doesn't have to be complicated. Sun Life One Plan helps turn your goals into a personalized financial roadmap so you can track your progress and plan for what matters most.

Ready to get started? Let's connect. https://bit.ly/4AXOElT

As we look ahead to 2027, it's a great moment to reflect. What worked financially this year? What could you improve? Tak...
10/09/2026

As we look ahead to 2027, it's a great moment to reflect. What worked financially this year? What could you improve? Taking time to review your goals helps you stay on track.

Let’s explore how we can help you map out your next steps. Ready to plan ahead? Get in touch today. https://bit.ly/4j9CKyV

Please note, our offices will close at 3:00pm on Fri. Oct. 9th for the Thanksgiving long weekend. We will re-open at our...
10/09/2026

Please note, our offices will close at 3:00pm on Fri. Oct. 9th for the Thanksgiving long weekend. We will re-open at our regular business hours on Tues. Oct. 13th.

🍂Wishing you all a happy Thanksgiving filled joy & gratitude!🍂

Business owners spend years building a successful company, but many give less thought to what happens when they're ready...
10/06/2026

Business owners spend years building a successful company, but many give less thought to what happens when they're ready to step away.

Whether retirement is 5 years away or 15, having a succession strategy in place can help you identify ways to protect what you've built and preserve its value.

Let's explore ways to help prepare your business and personal finances for whatever comes next. https://bit.ly/4hEwEUI

Insurance isn't just about preparing for the unexpected. It's about helping protect the people, goals and plans that mat...
10/02/2026

Insurance isn't just about preparing for the unexpected. It's about helping protect the people, goals and plans that matter most to you.

What gives you the greatest peace of mind?
❤️ Family
🏠 Home
💼 Business
💰 Financial future

Share below, and let's discuss protection strategies tailored to your needs.

Building financial confidence doesn't always require dramatic changes. Sometimes it's as simple as automating savings, r...
10/01/2026

Building financial confidence doesn't always require dramatic changes.

Sometimes it's as simple as automating savings, reviewing spending habits or increasing contributions by a small amount. Consistent actions can make a difference over time.

Let's talk about practical strategies that fit your lifestyle. https://bit.ly/4zum2iL

Major life changes, even positive ones, can affect your tax strategy, estate plans and long-term financial goals. A busi...
09/29/2026

Major life changes, even positive ones, can affect your tax strategy, estate plans and long-term financial goals.

A business sale, inheritance, real estate purchase or family milestone may all impact your long-term plans.

Fall is an ideal time to revisit your goals.

Let's review what's changed and whether your strategy still reflects the financial future you have in mind. https://bit.ly/4z4snRx

Investments are one part of a broader financial strategy. They're tools that can help support retirement, education fund...
09/25/2026

Investments are one part of a broader financial strategy.

They're tools that can help support retirement, education funding, travel plans, estate goals and more.

A clear strategy starts with understanding what you're investing for in the first place.

Let's connect and discuss how your investments align with your priorities.

Address

4906/50 Avenue
Lacombe, AB
T4L1Y

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm

Telephone

+14037823555

Website

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