My focus is to help clients achieve their financial goals while at the same time protecting their family’s financial security. I believe that helping clients achieve their goals takes careful planning and guidance whether they are purchasing a home, providing life and critical illness insurance coverage to protect their family in the event of illness or premature death, or preparing for retirement.
I work with clients to create a financial security plan that addresses their concerns. Their financial security plan will be tailored to their needs, their risk tolerance, and the goals they want to achieve.
Freedom 55 Financial offers London Life’s own brand of savings and investments, retirement income, life insurance and mortgages, and I can also propose exclusive investment options through my mutual fund dealer, Quadrus Investment Services Ltd.
Freedom 55 Financial offers the following products:
- Individual life insurance
- Individual disability insurance
- Individual critical illness insurance
- Individual health and dental insurance
- Group insurance and retirement plans
- Segregated fund policies, registered retirement savings plans (RRSPs) and tax free savings accounts (TFSA)
- Payout annuities, registered retirement income funds (RRIFs) and life income funds (LIFs)
- Mutual funds - Registered educations savings plans (RESPs), RRSPs, RRIFs, TFSAs and registered disability savings plans (RDSPs)
Please contact me at 709-746-5889 for further information or to arrange a meeting.
The advisor is not registered to sell mutual funds with Quadrus. Her registration may have been recently filed, but it is currently not in our records.
My role is to help my clients achieve their financial goals and to minimize financial risk by carefully analyzing each situation and phase of life