Financial Security Advisor
I understand your goals and dreams are as individual as you are. Whether you're starting a new family, preparing for retirement, or running a business, I will work with you or your business to build the customized financial security plan that best fits your needs, helps you manage risk and brings your goals within reach through an integrated planning process. After evaluating your needs, investment comfort level and life stage, I will recommend those products and services that best help you achieve these goals. Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists, I will help you make sense of your options.
Welcoming a pet into your home (and your budget)
May 01, 2021 - Freedom 55 Financial
Before welcoming an animal into your home and heart, take some time to make sure you also have room in your budget...Read more
Save early and get the benefits of compound growth
Apr 15, 2021 - Freedom 55 Financial
Saving earlier can help unleash the power of compound interest on your savings...Read more
Do you need individual health insurance?
Apr 01, 2021 - Freedom 55 Financial
Many Canadians have group health insurance through their employer. But if you’re retired, self-employed, employed on contract or are between jobs, you may want to explore individual health insurance....Read more