Our approach

As your financial security advisor and investment representative, we’ll help you build a personalized financial security plan. Financial security planning is about more than just retirement planning; it’s about building a financial strategy that considers both your immediate needs and your long-term goals and dreams.

Using the Freedom 55 Financial security planning process, we will:

  • Listen as you describe what financial security means to you
  • Help analyze your current situation, goals and dreams
  • Help identify any roadblocks to achieving your goals
  • Work with you to build a plan that considers your short and long-term goals
  • Regularly review your financial security plan, ensuring it evolves with your changing needs
The information on this website is intended for residents of Ontario.
* The use of e-mail is not a secure medium and personal information should be transmitted by more secure means.
Representing Freedom 55 Financial, a division of The Canada Life Assurance Company
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