Financial Security Advisor
I enjoy helping my clients make better decisions with their money. I listen to and try to understand their concerns and help them build complete financial plans. I focus on building long-term relationships with my clients so I can be there for them throughout their lives.
I began my career in 2012 in the banking industry. But after a few years I started to feel there had to be a better way to support my clients’ financial planning. With Freedom 55 Financial, I can tailor solutions to help my clients’ specific goals and needs.
To help ensure I’m providing clients with sound advice, I work closely with a team of specialists in retirement, wealth accumulation and protection, and business planning through Freedom 55 Financial. I’m continually upgrading my skills. I’m currently working towards my Certified Financial Planner (CFP) designation.
As your financial security advisor, I’ll always work to earn and keep your trust by offering you professional advice.
Nine answers to your questions about the Canada child benefit
Sep 15, 2021 - Canada Life
The Canada child benefit (CCB) provides a financial benefit to support families with children during this life stage...Read more
Life happens. Help your employees prepare for when it does
Sep 01, 2021 - Canada Life
To help your employees prepare for life’s what-if moments, you can offer extra coverage from your group plan: Portable Benefits...Read more
Canada Life makes investing simpler – new mutual fund names are here
Aug 22, 2021 - Canada Life
To make it easier for you to know what’s in your investment portfolio, Canada Life™ is updating their fund names to be more reflective of what the funds offer...Read more