Financial Security Advisor
I’ve been a financial security advisor for over 10 years and in the finance industry over 30 years. I believe helping clients achieve their goals takes careful planning. Throughout our lifetime, financial emergencies, health crises, and even death are possible, any of which could dramatically impact our lifestyle and goals. I want my clients’ financial security plans to help them withstand these risks regardless of when they might occur. I work with my clients to create a financial security plan that addresses their concerns in four key areas: financial security at death, living benefits, liquidity and retirement. Their financial security plan will be tailored to their needs, risk tolerance and the goals they want to achieve.
Contact me today to learn more
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