Financial Security Advisor
I grew up just outside Halifax and attended St. Mary’s University. Hockey has always been a passion for me growing up and still is to this day. I love to play and enjoy helping with Bedford minor hockey skills development. Watching the kids develop and have fun is very rewarding for me. I live with my partner Tara in Dartmouth, N.S. We both enjoy our time by the ocean in the summer. I have been in the life insurance and investment business for 7 years now with Freedom 55 Financial and am currently working towards my Certified Financial Planner designation.
When it comes to insurance on your life, its not something that should be taken lightly. Not all life insurance policies are created equal! There are some significant differences that can have a huge impact over the course of one’s lifetime. Getting the right advice and setting the proper framework is crucial - you not only want to think about your life insurance today, but how it will fit into the picture 10, 20 or 30 years down the road. I make my clients aware of their options and help them plan for the future. I help make sure they have the right coverage in place from the get-go.
By reviewing their policies with them, my clients are ready to take advantage of opportunities when the time comes. Alternatively, having a policy that may not have your best interest in mind, or not knowing much about the current policy you have, can potentially have negative repercussions down the road. By being informed and fully aware of how your life insurance works, you will be more confident in your overall financial security plan. You should not feel in the dark when it comes to your life insurance, you should have upmost certainty- and that is where I can provide you with great value.
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