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

Welcoming a pet into your home (and your budget)

May 01, 2021 - Freedom 55 Financial

Before welcoming an animal into your home and heart, take some time to make sure you also have room in your budget...

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Save early and get the benefits of compound growth

Apr 15, 2021 - Freedom 55 Financial

Saving earlier can help unleash the power of compound interest on your savings...

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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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