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I’m a financial security and investment representative with more than 18 years of experience with Freedom 55 Financial, a division of London Life Insurance Company. During this period, I’ve attained the designations of Certified Financial Planner and Chartered Financial Consultant.

Our team takes pride in helping clients make informed decisions about the many financial products and services available in today’s marketplace. Our comprehensive financial planning process helps our clients build financial security plans to achieve their goals and dreams.

Here are the key steps of the process:
Discovery: Working with clients to uncover both their short and long term goals
Analysis: The development of a unique goal plan used to help achieve the client's goals
Proposal: A specialized strategy based on the above information, which details the next steps
Implementation: Putting the client’s financial plan in motion
Review: A semi-annual appraisal of the client’s goals and lifestyle to help ensure the plan remains consistent with their goals.

With this process we can help ensure you have a comprehensive, simple-to-understand plan to help you achieve for your financial security goals.