Intrepid Financial Solutions is a Mississauga-based company offering financial security advice and wealth management strategies to families and small to medium size business clients.
We commit to listen and understand your needs, as best we can, while providing effective financial security planning to help you reach your goals.
Financial Security Advisor Certified Health Insurance Specialist
Office: 647-274-0515 Fax: 249-502-5798 Email: email@example.com
I understand your goals and dreams are as individual as you are.
Whether you’re starting a new family, preparing for retirement, or running a business, I will work with you or your business to build the financial security plan that best fits your needs.
I will work with you to create a customized plan that helps you manage risk and brings your goals within reach through an integrated planning process.
I came into this industry to make a difference for families in need. I often saw families that had suffered undue hardship because of a lack of financial planning. I believe I can help make a positive difference in the lives of my clients by applying what I know and continuing to research new ways to build and develop financial and personal security.
Financial Security Advisor Investment Representative
Office: 647-274-0515 Cell: 289-208-7394 Fax: 249-502-5798 Email: firstname.lastname@example.org
I believe planning is at the forefront of achieving financial confidence.
With positive energy and general curiosity, I partner with you to customize a values-based plan that is solutions focussed. No matter your life stage, there is an opportunity for us to define your goals and start working on an achievable path forward.
My prior career in consumer packaged goods has provided me with an analytical approach to problem-solving which I leverage in the customization of your financial security plan.
I look forward to starting our journey together.
CERTIFIED FINANCIAL PLANNER® Investment Representative
Office: 647-274-0515 Cell: 905-464-4470 Fax: 249-502-5798 Email: Mike.Woods@freedom55financial.com We work hard to ensure clients have the financial protection they need for health hiccups, that their money has the best opportunity to do what they need to get to and through retirement, and we help ensure those left behind are provided for.
Helping reduce one's money stress for some of the most important times of their life is incredible and humbling. I entered the financial planning business in 1998, earned my CERTIFIED FINANCIAL PLANNER® designation in 2001 and eventually led the Freedom 55 Financial Toronto Central office in 2017 as Regional Director.
I’m proud to share that I’m an honorary chair for the Princess Margaret Cancer Foundation and a hockey coach in my community. Since 2013, with the help of Canada Life and their Community Partners program, we have raised more than $250,000 for cancer research in an effort to find more cures in our lifetime!
Office: 647-203-0562 Fax: 249-502-5798 Email: email@example.com Cassidy has eight years in the customer service industry, therefore ensuring client satisfaction is well integrated into her role as a marketing associate. Cassidy, alongside Ria, ensures the needs of the clients are acknowledged and fulfilled on a daily basis. Cassidy takes pride in supporting the Intrepid business and strives to provide a positive day to day operation of the office.
Outside of work hours, Cassidy enjoys spending time with her family, dogs and watching sports!
CERTIFIED FINANCIAL PLANNER® Investment Representative
Office: 416-500-7910 Fax: 249-502-5798 Email: firstname.lastname@example.org
Nick graduated from York University, where he received his Honours B.A and Bachelor of Education. After a short time teaching modern and ancient history in high school, Nick transitioned into finance, getting his start as a front-line advisor with one of the major banks. Spending 3 years at the bank, Nick decided to join Freedom 55 Financial, in order to engage in meaningful client interaction and in-depth financial planning. Nick found success when he started his practice with Freedom 55, leading to his being invited to be the Training Manager, responsible for developing financial advisors at the Freedom 55 office in the Canada Life building downtown.
After spending almost 2 years as the training manager, Nick has decided to join Intrepid and return to a client-facing role, in order to support Craig and expand upon the high level of customer service Intrepid is dedicated to providing.
“Being a CERTIFIED FINANCIAL PLANNER® allows me to combine my interest in the financial industry, with my passion for education, by sharing my experience with clients and working together with them in order to achieve their desired results.”
Nick's other interests include spending time with his family, cars and motorcycles, and sports or any physical activity indoors or out!
Office: 647-274-0515 Fax: 249-502-5798 Email: email@example.com Heather began her career as a chemical technologist after graduation from Mohawk College in 1997. After the addition of their two Children, Aidan in 2006 and Rachel in 2007, she left this field to focus on running the household. In 2015 Heather became a Financial Security Advisor with Freedom 55 Financial to support and service close family and friend. In 2017 she joined Intrepid Financial Solutions as an Associate Advisor. Heather takes a great deal of pride in Intrepid’ s team approach to helping clients plan for and achieve their financial goals.
Office: 647-274-0515 Fax: 249-502-5798 Email: firstname.lastname@example.org Ria has been in the financial industry for almost five years and has worked with Intrepid for almost three years. She has completed the Investment Funds in Canada (IFIC) course as well as the Life License Qualification Program (LLQP). In her down time, Ria enjoys family time with her husband and toddler, playing volleyball, and supporting local theatre artists.
When specialized expertise is required, We have access to a team of professionals associated with Freedom 55 Financial. They specialize in tax, law, accounting, investments, insurance, group benefits, mortgages and financial security planning.
Regional Sales Manager, Wealth Management Nabil Beg-Mohamed has been a Wealth Management Wholesaler with Canada Life since 2012. He has over 16 years of wealth management industry experience. Previously, he was a Business Development Manager with a large Canadian bank, where he partnered with over 600 financial advisors in downtown Toronto to help them grow their mutual funds business. Prior to that, he worked as an Internal Wholesaler with Canada’s largest privately held mutual fund company, supporting 1000 advisors in the Greater Toronto Area. Nabil has spoken at multiple conferences on various investment topics including estate protection funds for the aging demographics, the gradual inheritance concept, Real Estate a third asset class, and segregated funds for a fee-conscious environment. He graduated with a Bachelor of Commerce degree from the Rotman School of Management at the University of Toronto with a double specialist in Commerce and Economics and has passed level 1 of the Chartered Financial Analyst (CFA) program.
Advanced Case Consultant, Life Insurance Charles is responsible for helping financial security advisors across the GTA in the large case life insurance market. Having been in the insurance business since 1997, Charles provides advanced technical support, case consultation, and joint sales appointments helping advisors work with affluent individual to create tax-advantaged wealth solution through the use of permanent life insurance products.
Sales Consultant, Insurance Jaclyn Dawson joined Freedom 55 Financial in January 2019 as an Insurance Sales Consultant. Prior to her joining our team, Jaclyn was a financial advisor with IG Private Wealth Management for over 4 years. Jaclyn ran a successful practice that focused on the pre-retirees/retiree market. She built forever lasting relationships with her clients, and to this day still stays in touch with them. She continues to be dedicated to helping Canadians achieve their financial dreams, and is excited about starting this new chapter in her career. In her spare time, Jaclyn likes to catch a Leaf game, keep active, and enjoys the summer at her family cottage.
Securities Specialist, Qtrade Wealth Management Sean is a securities specialist with Qtrade who works with our advisors and their clients in an effort to co-ordinate the clients’ investment strategies using both individual securities and Investments funds. This helps us give clients the right advice. Entering the industry in 1990 with a Degree in Finance, Sean earned his Chartered Investment Manager (CIM) designation. After spending the first part of his career as a financial advisor and mutual fund representative, building a large practice, he shifted his focus to developing Financial Security Advisors. His goal is to build great relationships with all the advisors he supports so that the Financial Security Advisor can continue to be their clients’ primary source of advice.
Regional Sales Consultant (Wealth)
Credit Planning Consultant, Mortgage Canada Life Assurance Company Joanna brings more than six years of valuable experience in residential mortgages and more than 10 years in law and administration. Her primary role is assisting Financial Security Advisors with Freedom 55 Financial in Mississauga with their mortgage business for their clients. She provides product solutions for the advisors and mortgage clients as it pertains to pre-approvals, home purchases, transfers or refinancing. She finds it very rewarding helping clients improve their cash flow, pay off their home sooner and help them to be in a position to do complete financial security planning.
Private Wealth Counsellor With 20 years of financial services experience, Kelvin work closely with financial security advisors to develop and implement customized investment plans and estate strategies, providing expert guidance to help high-net-worth clients accumulate, preserve, and transfer wealth.
Intrepid Financial Solutions