Meet the Team
Managing Principle, Financial Security Advisor and Investment Representative
For the past 8 years, I’ve been a Financial Security Advisor, Investment Representative and Branch Manager for Freedom 55 Financial and Quadrus Investment Services Ltd. Having recently incorporating my practice, I am now operating under Financial Empowerment Inc., where I represent London Life and Quadrus Investment Services Ltd. I’m able to provide expert advice on industry-leading products that are offered by the most highly recognized names in the Canadian Marketplace.
It’s important that my clients understand their investment profile. That’s 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.
With over 25 years of experience to draw upon, Brad is our Insurance Consultant, skilled in Wealth & Estate Planning, Taxation, Financial Planning, Insurance, Investment Strategies and Retirement Planning. He has a strong passion for helping clients reach their financial goals.
Wealth Management Consultant
With over 17 years of experience to draw upon, Phil started his career as a Financial Security Advisor, working diligently to guide his clients towards achieving their own unique financial security goals. Phil has worked as a Training Manager, which enabled him to work with new and veteran Financial Security Advisors to develop their skills and knowledge in order to effectively provide the results that their clients expected. In 2017 Phil took on the position of Wealth Management Consultant. Phil provides balanced risk recommendations through case analysis and consultation with Financial Empowerments clients.
As the Marketing Coordinator, she manages and initiates all design/marketing elements of the company and she is one of the key reasons why Financial Empowerment Inc’s unique client-focused approach has been such a success.
Wealth and Tax Planning Consultant
Rob is a Chartered Accountant (CPA, CA) and Certified Financial Planner. He works to ensure tax and related matters are properly incorporated into the analysis of client goals and planning opportunities for proposed insurance solutions.
As an IIROC licenced securities advisor, licensed through Qtrade Securities, Rob assists us with helping our clients meet their financial objectives. By providing in-depth analysis on existing portfolios, He helps clients evaluate their goals and mitigate risk to ensure that their investments are properly aligned with their long-term needs. At one point in Robert’s career, he worked for the Ottawa Senators, but we forgive him for that!