Business details
Description
By using an investment and financial security planning process that is supported by the fundamental principles of diversification, asset allocation, dollar-cost averaging and maintaining their long-term focus, I help my clients build a financial plan that will fit their needs at every stage of life. I will assist you in making informed financial decisions that will protect you and your family from unexpected events and prepare you financially for the future.
Freedom 55 Financial offers London Life’s own brand of savings and investments, retirement income, life insurance, and mortgages. In addition, I can offer a broad range of financial products from other financial institutions such as Mackenzie Investments, Franklin Templeton Investments and Manulife Financial. Through my mutual fund dealer Quadrus Investment Services Ltd., wholly owned by London Life, I can offer you powerful investment choices through the exclusive Quadrus Group of Funds.
I provide a wide range of services including:
-Individual life insurance
-Whole Life
-Term
-Universal life
-Segregated fund policies, RRSPs and TFSAs
-Mutual funds – RESPs, RRSPs, RRIFs, TFSAs and RDSPs
-Payout annuities, RRIFs and LIFs
-Individual disability insurance
-Individual critical illness insurance
-Individual health and dental insurance
-Mortgages
-Group insurance
-Group retirement plans
-Business insurance
Categories
- Financial Advisors
Language options
- English
Business hours
- Friday By appointment
- Saturday By appointment
- Sunday By appointment
- Monday By appointment
- Tuesday By appointment
- Wednesday By appointment
- Thursday By appointment