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 your immediate needs and your long-term goals and dreams.
Registered Estate and Trust Practitioner
Elder Planning Counsellor
|519-371-7066 ext. 511|
I have one passion and one purpose, and that is to bring to your life all the expertise and professional advice possible to assist you in achieving your goals, your dreams and the life that you want for yourself and those people most dear to you.
I believe that the greatest value I offer is the time taken to develop a close relationship with you. Understanding your current position in life and working closely with you in developing your plans for success. Focused attention on service excellence and consistently building on your client care experience.
Over 43 years of experience and professional accreditation provide you with a solid foundation of expertise to unravel the complexities of the world of finance and make it real for you. The work begins with having the opportunity to work with you, focusing on you, your family or your business. After all, it is your life and you need real solutions.
In my free time, I enjoy relaxing with my wife, daughters, son-in-law, grandchildren and our friends. I am also involved in our church, community and enjoy time at home on landscape work, building, renovating, wood working or restoring an old boat.
|519-371-7066 ext. 232|
I take the complexities out of personal finance and help people define thier personal and financial goals. These are the first steps to a persons financial freedom and security.
Want less stress? Want to build your wealth and lower your risk? Want to have a smaller mortgage payment or pay off the house sooner? Want to buy a cottage or put the kids through school?
Supported by a team of experts
When specialized expertise is required, we have access through Freedom 55 Financial to a team of professionals in tax, law, accounting, investments, insurance, group benefits, mortgages, and financial security planning.