Financial Security Advisor
Since I began at Freedom 55 Financial my objective has been to help my clients understand their financial picture and with my advice, steer them in a direction to reach their financial security goals. I focus on providing clients with complete financial security services in the areas of risk management, investment management and financial security planning.
Prior to joining Freedom 55 Financial, I completed my post-secondary education in Global Business Management at Sheridan College. I spent summers working at a real estate office in Ontario's cottage country where I executed marketing and advertising strategies during the peak season of sales.
I enjoy spending my winters on the ski hill and summers on the golf course. I'm passionate about my career as it allows me the opportunity to work with families, students, business owners in securing their future and achieving their financial security goals.
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
Focusing on personal investments is crucial for small business owners
Mar 27, 2021 - Freedom 55 Financial
If you’re a small business owner, you’ve likely been challenged in ways like never before due to the global pandemic...Read more
How to make an impact with strategic charitable donations
Mar 15, 2021 - Freedom 55 Financial
Charitable giving is good for you and good for your community – but can strategic charitable giving also be good for your financial plan?...Read more