Financial Security Advisor
I’ve had the satisfaction of meeting the retirement and estate planning needs of Canadians. I listen to clients express their financial objectives and work with them to build a financial security plan that responds to their needs. Because I believe in what I do, I’ve built my business on relationships based on trust.
I believe clients choose to work with me because of my experience and ability to:
- Provide effective investment recommendations
- Personally deliver value-added service
I follow a proven process which includes:
- Understanding my clients’ goals and current financial position
- Reviewing their sources of income and savings including registered retirement savings plans (RRSPs)
- Developing a customized retirement investment plan and reviewing and monitoring it regularly.
When specialized expertise in a specific area is required, through Freedom 55 Financial, I also have access to a team of experts.
It’s important to me that I provide my clients with educated advice. I continually upgrade my skills through industry memberships such as Advocis, the Financial Advisors Association of Canada.
Building my business with Freedom 55 Financial means I’ll continuously earn the right to your business.