I’ll help you build a personalized financial security plan. Financial security planning is about more than just retirement planning – it’s about building a financial strategy that considers your immediate needs and your long-term goals and dreams.
As a Certified Financial Planner® and investment representative with Freedom 55 Financial and Quadrus Investment Services Ltd., I enjoy helping my clients make better decisions with their money. I do this by listening to and understanding their objectives and concerns and assisting them in building a comprehensive personal plan to address them.
I’m in my sixth year in the financial industry and fourth year with Freedom 55 Financial. After starting my career in the banking industry, I felt there had to be a better approach to financial security planning. With Freedom 55 Financial, I can tailor my solutions to my client’s specific goals and needs. I follow a proven process which includes understanding my client’s goals and current financial position; reviewing their sources of income and savings; developing a written customized financial security plan and reviewing that plan on an ongoing basis to help ensure it remains relevant. I focus on building long- term relationships with my clients so I can add value throughout many different stages of life.
It’s important to me that I provide my clients with sound advice. I do this by working closely with a team of specialists in wealth accumulation, protection, retirement and business planning.
Building my business with Freedom 55 Financial, my career is founded on one of the most trusted names in the financial services industry – London Life Insurance Company.
Supported by a team of experts
When specialized expertise is required, I have access to a team of professionals. They specialize in tax, law, accounting, investments, insurance, group benefits, mortgages and financial security planning.