The Planning Process
I use a financial security planning process which centres on helping you achieve freedom and choice at all stages of life.
Whether it be dreams of retirement or specific goals such as saving for a child's education or starting your own business, I can provide financial security planning solutions which can give you the freedom to choose. The power to get there™. I can help make sure you make the right decisions about insurance and investment products to address immediate and specific needs. I can also help you build a long-term financial security plan.
My financial security planning process allows you to:
- Gain a better understanding of what financial security means to you
- Understand your current situation, goals and dreams
- Identify any roadblocks to achieving your goals
- Work with me as a partner in helping you achieve your financial security goals at all stages of life
Why work with me to create a financial security plan?
I specialize in meeting your needs at all stages of life. I can help you build a financial security plan and offer you a broad range of competitive insurance, investment and retirement products.
I have access to integrated technology designed to analyze your situation and build a financial security plan that's tailored to fit your needs. Computer-based tools help me illustrate how a well-balanced plan can help you achieve your goals.
To discuss this further, I would be happy to meet with you. My flexible hours allow me to find a way to fit into your busy schedule. Please contact me to set up a time. I can even meet you in the comfort of your home if it is more convenient for you.
Solutions to meet your needs
Financial products are part of a well-thought-out financial security plan. I’ll help you make sure the financial security products you purchase address your specific needs.
Freedom 55 Financial offers London Life’s own brand of savings and investments, retirement income, life insurance, and mortgages. In addition, I can offer a broad range of financial products from other financial institutions. Through my mutual fund dealer Quadrus Investment Services Ltd., wholly owned by London Life, I can offer you powerful investment choices through the exclusive Quadrus Group of Funds.
- Individual life insurance
- Segregated fund policies, registered retirement savings plans (RRSPs) and tax-free savings accounts (TFSAs)
- Payout annuities, registered retirement income funds (RRIFs) and life income funds (LIFs)
- Individual disability insurance
- Individual critical illness insurance
- Individual health and dental insurance
- Business insurance
- Group insurance
- Group retirement plans
- Mortgages
- Mutual funds – Registered education savings plans (RESPs), RRSPs, RRIFs, TFSAs and registered disability savings plans (RDSPs)
A description of the key features of the segregated fund policy can be found in the information folder and important information about mutual funds can be found in the funds’ simplified prospectus. Please read these documents carefully before investing.
Mutual funds are not guaranteed. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund and segregated fund investments. Mutual fund and segregated fund values change frequently and past performance may not be repeated.
Any amount that is allocated to a segregated fund is invested at the risk of the policyowner and may increase or decrease in value.
Retirement Planning | Education Savings Plan | Investing | Risk Management | Other Services