Everyone needs a solid financial plan – and the earlier you start, the better off you’ll be later in life. Canadians who work with an advisor for at least 15 years build up almost four times more wealth, which can help them better prepare for life’s unexpected bumps and opportunities.
Backed by a team of experts at Freedom 55 Financial I can help you plan for the future, whatever it may be.
Using details about your short- and long-term financial goals and your budget, I’ll work with you to form a plan – from early in your career when you may need money on hand, to when you’re ready to retire and secure your legacy.
I build long-term relationships with my clients and I look forward to doing the same with you.
I’ll help you see the big picture, through four key building blocks.
What will happen when you die? I’ll go through some important considerations with you – like the expenses involved, charitable giving and what you want for your family
Will this chapter of your life be golden? I’ll work with you to help ensure you have the income you’ll need for the lifestyle you want.
What would happen if your health failed? Having living benefits coverage could ensure the support is there if you need it in the event of a disability or critical illness.
Do you have cash when you need it? Most Canadians haven’t saved the three to six months income that experts recommend we set aside for emergencies.
A financial security plan should be personalized to you. I can offer a wide range of products, including individual life, disability and critical illness insurance, and wealth management products, such as segregated fund policies and annuities.
Through the mutual fund dealer Quadrus Investment Services Ltd., I have access to thousands of mutual funds, including those within our exclusive Quadrus Group of Funds family.
Regardless of where you are in life, having a sound financial plan now will help you feel confident as you prepare for tomorrow.
Let’s get started today