Financial Security Advisor
While mostly all bankers or advisors only care about what, and how much you have; I care about you, your family and your future. I am a Financial Security Advisor utilizing a holistic approach to financial planning with a committed client focus. Based out of the Fraser Valley, with clients all over British Columbia. I work with clients to help them achieve their financial security goals and dreams. Together, we will create a personalized financial security plan that is designed to withstand loss during life’s uncontrollable events and ensure you meet your goals, regardless of what life throws at you.
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