Financial Security Planning

We place my clients’ needs first. 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, we can help them build a plan to fit their needs at every stage of life.

Understanding Your Needs

Financial products are part of a well-thought-out financial security plan. we’ll help you make sure the financial security products you select address your specific needs.

Freedom 55 Financial offers London Life’s own brand of savings and investments, retirement income, life insurance and mortgages. In addition, we can offer a broad range of financial products from other financial institutions. Through my mutual fund dealer Quadrus Investment Services Ltd., wholly owned by London Life, we can offer you powerful investment choices through the exclusive Quadrus Group of Funds.

  • Individual life insurance:– Participating, Term , and 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:–  Key person insurance, Business continuation, Buy/sell agreement funding, Group insurance, and Group retirement plans

 
 
 
 

Fraudulent emails and phone calls – Protect yourself!

The CRA is warning Canadians that fraudulent emails and phone calls purporting to be from the Agency are currently being reported.

JB Global