Financial Security Advisor
One of the most important lessons I've learned from years of courses, training with Freedom 55 Financial, and my life, is that becoming a great financial security advisor is all about understanding the needs of clients and recognizing that everyone’s economic and life situation is unique. Now that I've been helping clients meet their financial goals since 1997, that message has become even more apparent. I understand that clients are the most important part of my business and that personalized service is essential when matching clients with the financial products and services that meet their needs. Whether your current goals involve purchasing a new home, financing a child’s college education or planning for retirement, I want to help you make the best decisions with your money. Working together, we will create a financial security plan to meet your goals. One of my favorite quotes is from Benjamin Franklin, "It is not the plan that failed, it is failing to plan." This is why I do what I do, helping people plan!
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