Why Choose Freedom 55

How do I provide my clients with a comprehensive plan I know will work to their best advantage?

Freedom 55 Financial offers London Life’s own brand of savings and investments, retirement income, life insurance, and mortgages. In addition, I can offer a broad range of financial products from other financial institutions. Through my mutual fund dealer Quadrus Investment Services Ltd., wholly owned by London Life, I can offer you powerful investment choices through the exclusive Quadrus Group of Funds.

  • • Individual life insurance
  • • Segregated fund policies, registered retirement savings plans (RRSPs) and tax-free savings accounts (TFSAs)
  • • Payout annuities, registered retirement income funds (RRIFs) and life income funds (LIFs)
  • • Individual disability insurance
  • • Individual critical illness insurance
  • • Individual health and dental insurance
  • • Business insurance
  • • Group insurance
  • • Group retirement plans
  • • Mortgages
  • Solutions Banking™
  • • Mutual funds – Registered education savings plans (RESPs), RRSPs, RRIFs, TFSAs and registered disability savings plans (RDSPs) 

What is your advantage as a Freedom 55 client?

Utilizing my past experiences I am able to develop comprehensive financial plans for my valued clients. These plans provide a blueprint which assists my clients in attaining their short-term and long-term goals. I have successfully completed courses through the Canadian Securities Institute and Canadian Bankers Association. These courses include:

  • • Personal Financial Planning (PFP)
  • • The CSIs Canadian Securities Course
  • • Trust Company Institute Mutual Fund Course
  • • Institute of Canadian Bankers Wealth Accumulation
  • • Institute of Canadian Bankers Personal Finance Management

As well, I have 12 1/2 years of banking experience at a major bank as a personal banking officer managing investments, mortgages and personal loans. Recently, I have earned my Certified Financial Planner (CFP) and Certified Health Specialist (CHS) designations.

What type of people benefit from my advice?

 

As a professional with a broad level of skills and knowledge, I am able to deal with a variety of unique needs and goals which are specific to each client. Some clients are young couples who are just purchasing a new home, beginning to invest (i.e. RRSP and RESP), or starting a family. Others are more established and are making decisions regarding retirement, reducing taxes and protecting their estates. A common denominator among all clients is their need for a trusted Financial Planner and investment representative who values their business as much as their relationship.

A good relationship is a fundamental cornerstone to clients’ long term financial success. That is why I emphasize the importance of communicating with them on a consistent basis. The most important part of communicating with clients is listening to their needs and goals. By understanding what clients want to achieve, I can develop a solid financial strategy to assist them in reaching their dreams.

How can you gain the ADVANTAGE?

 

You are entitled to at least an initial consultation determine how you can benefit from the products and services I can offer. By contacting me, we can arrange a confidential and personal meeting to assess exactly what value I can provide to your financial security. Take advantage of the ADVANTAGE! Make progress to achieving financial goals