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.
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