West of the 5th Financial Solutions Inc.

West of the 5th Financial Solutions Inc. Our firm started in 1988 under the name Don Shaw Financial Services. We continue to keep those values as we move into 2024.

Don built the company focusing on service and providing “out of the box” thinking when it came to clients financial needs. Angela MacLean*
Ashley Dell*

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.

Your mortgage is likely one of your biggest financial commitments. What happens to it if something unexpected occurs? Mo...
06/12/2026

Your mortgage is likely one of your biggest financial commitments. What happens to it if something unexpected occurs? Mortgage protection insurance helps ensure your family can keep your home secure, no matter what life brings. Let's review your coverage and give you peace of mind. Reach out to discuss your options today.

https://bit.ly/4eietm6

Taxes complete? Now is the perfect time to think bigger. Your tax refund is an opportunity to strengthen your financial ...
06/05/2026

Taxes complete? Now is the perfect time to think bigger. Your tax refund is an opportunity to strengthen your financial foundation. Whether it's boosting RRSP contributions, maximizing investment strategies or planning for next year, let's help ensure every dollar works harder for you. Questions about how to best utilize your tax return? Let's chat!

https://bit.ly/43gYDDm

Thinking about retirement? Move from “a number” to a real plan. Income, timing, taxes and how you’ll use your savings al...
06/05/2026

Thinking about retirement? Move from “a number” to a real plan. Income, timing, taxes and how you’ll use your savings all work better when they’re aligned. The sooner you explore your options, the more choices you may have later.

Everyone’s financial situation is different — and your investment approach should reflect that. Beyond stocks and bonds,...
05/26/2026

Everyone’s financial situation is different — and your investment approach should reflect that. Beyond stocks and bonds, there are other ways to help grow your wealth and reduce risk. Let's explore options that fit your comfort level, goals and the legacy you want to leave.

Dreaming of owning your first home? You might not know all the tools available to help you get there. From RRSP Home Bu...
05/22/2026

Dreaming of owning your first home? You might not know all the tools available to help you get there.

From RRSP Home Buyer's Plan withdrawals to the new First Home Savings Account (FHSA), there are smart strategies to help accelerate your down payment savings. Let's explore which options work best for your situation. Reach out today!

Retirement doesn't mean the end of growth — it's the start of a new, exciting life chapter! Did you know Revenue Canada ...
05/21/2026

Retirement doesn't mean the end of growth — it's the start of a new, exciting life chapter! Did you know Revenue Canada lets you withdraw from you Sun Life RRSP to pay for education and development, helping keep your mind sharp and your skills current?

Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you.

Key person insurance and disability coverage aren't just good planning, they're essential. Whether you're a solo entrepr...
05/19/2026

Key person insurance and disability coverage aren't just good planning, they're essential. Whether you're a solo entrepreneur or running a team, having the right protection helps ensure your business (and your financial security) stays on track. Let's discuss potential gaps in your coverage.

🌼 Happy Victoria Day Long Weekend! Wishing everyone a safe, fun, and relaxing long weekend! Whether you’re spending it o...
05/15/2026

🌼 Happy Victoria Day Long Weekend!

Wishing everyone a safe, fun, and relaxing long weekend! Whether you’re spending it outdoors, with family, or just taking some well-deserved downtime — enjoy every moment.

📌 Please note: Our office will be closed Monday, May 18th and will reopen Tuesday, May 19th at 8:00 AM.

Stay safe, travel smart, and make the most of the long weekend! ☀️

– West of the 5th Financial Solutions Inc

Strategic life insurance is a cornerstone of sophisticated financial planning. It allows you to help protect your family...
05/12/2026

Strategic life insurance is a cornerstone of sophisticated financial planning. It allows you to help protect your family. It's not just coverage; it's a wealth transfer tool. Let's help ensure your life insurance strategy matches your net worth and goals. Ready for a conversation? https://bit.ly/3PF20AB

🌸 Happy Mother’s Day! 🌸Today we celebrate the strength, love, and dedication of all the amazing moms out there. Whether ...
05/10/2026

🌸 Happy Mother’s Day! 🌸

Today we celebrate the strength, love, and dedication of all the amazing moms out there. Whether you’re a mom, stepmom, grandmother, or a mother figure—you make the world a better place every single day 💐

From all of us at West of the 5th Financial Solutions Inc., we wish you a day filled with love, appreciation, and well-deserved relaxation.

💖 Thank you for everything you do!

Address

4808 49th Street Box 1954
Rocky Mountain House, AB
T4T1C2

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 12pm

Telephone

+14038452716

Website

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