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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.

Affiliated with Canada Life

Legal, Copyright and Trademark information.
Insurance products, including segregated fund policies, are offered through Genesis Wealth Solutions Inc., and Investment Representatives Mark Andreychuk, David Stirling, Paula Andreychuk,and Ryan Davis offer mutual funds, referral arrangements, and GICs through Quadrus Investment Services Ltd.

Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Unit values and investment returns will fluctuate.
Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design, Quadrus Group of Funds are trademarks of Quadrus Investment Services Ltd.. Used with permission.
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