Certified Financial Planner
I offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes you happy and focusing on your family, not just your pocketbook. It means following your heart and not being afraid to change your mind. I’ll be here to help you with every step, every decision and every success.
Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists available to me through Freedom 55 Financial, I can help you achieve your financial freedom.
I’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. Are you ready to take the next step towards planning for your financial future? Contact me today if you'd like to meet and discuss your financial needs.
The benefits of responsible investing
Oct 01, 2021 - Canada Life
Across Canada, investors are looking to use the power of their portfolios by choosing investments that not only provide strong returns, but also help make a positive difference to society...Read more
National Day for Truth and Reconciliation
Sep 30, 2021 - Neil Smith
First National day for truth and reconciliation which is a time of education, coming together and reading the calls to action. To build a united country that will grow and all will share in its wealth...Read more
Who Used Whole Life Insurance as their own Bank – JC Penney
Sep 29, 2021 - Neil Smith
During the great depression James Cash Penney the owner of JC Penney stores was able to lend himself cash from his whole life policy to buy inventory and pay salaries to keep his stores open during the Great Depression...Read more