For 8 years, I was a Financial Security Advisor, Investment Representative and Branch Manager for Freedom 55 Financial and Quadrus Investment Services Ltd. Having incorporated my practice in 2019, I am operating under Financial Empowerment Inc., where I represent Canada Life and Quadrus Investment Services Ltd. I can provide expert advice on industry-leading products that are offered by the most recognized names in the Canadian Marketplace.
It is important that my clients understand their investment profile. That is why I follow a proven planning process which includes understanding my clients’ goals, their current financial position, and a review of their sources of income and savings. I develop a confidential customized retirement investment plan and review and monitor the plan on an ongoing basis.
Prior to joining Freedom 55 Financial in 2011, I owned a number of successful businesses in the Barrie, Ontario area. I believe having been a business owner, I am uniquely positioned to understand the challenges faced by other Business Owners and Professionals. As such I can provide additional insight into the challenges that they face on a day to day, and this is the foundation on which my practice has been established.
Any activity in relation to my title as Managing Principle of Financial Empowerment Inc., is related to my insurance business only, and is not the business of/or under the supervision of Quadrus Investment Services Ltd.