My involvement in the financial services industry dates back to the late 1990’s and over the years have had a number of different roles, with a number of different companies, including at a “Big Five” bank in Canada.
Although I enjoyed and excelled at these positions, I ultimately reached a point in my life where I felt the need to explore the possibility of aligning myself with an organization that was more compatible with my client-focused tendencies and was more willing to place their clients’ interests ahead of pure corporate profits.
In 2014, I began the transition to Freedom 55 Financial – at the time the financial planning division of London Life. In 2019 our parent company – Great-West Life Financial announced a merger of Great-West Life, London Life and Canada Life. Freedom 55 Financial is now the financial planning division of this combined company called “The Canada Life Assurance Company” and we are managing over $1 trillion of our Canadian clients assets.
As part of one of the largest investment and insurance companies in Canada, I am provided with a team of technical and administrative support. With support from my team, I have the freedom to base recommendations on what will best serve my clients, and am given the flexibility to use a vast array of resources and financial partners to achieve this.
My primary responsibility is to my clients, not to the companies that I represent. I take this responsibility very seriously and have taken great care to align myself with companies that support me with this.
As a Financial Planner in Kingston, Ontario, I specialize in Estate Planning and Retirement Planning for my clients and their families. Life is better with a plan!
I have been actively volunteering for a number of animal rescue groups since early 2009, including Loyal Rescue, Great Dane Rescue, Lab Rescue, Kingston Humane Society, ElderDog Canada, and Dogs and Cats of the Dominican Republic, to mention a few. The volunteer work that I have done for these, and other, animal welfare groups over the years includes dog fostering, home inspections, dog transportation, adoption application processing, lost dog searches, and website technical support.