Kevin Puckett, BA

Financial Security Advisor
Investment Representative

I’ve worked on a horse farm. I’ve helped run a family business. I've set goals for and managed multi-million-dollar budgets and teams for small, medium and large businesses across southern Ontario. As a financial security advisor and investment representative, I find it rewarding to provide my clients with insightful advice to help them meet life’s challenges. 

In my 25 years leading teams, I’ve come to appreciate and enjoy the role of an advisor, whether it’s mentoring, coaching, teaching or leading. I help my clients articulate their goals and help them build a financial security plan to achieve those goals. 

Taking that first step is a true measure of success. Let me take it with you. 

Recent posts

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....

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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...

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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?...

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