I began working in the financial services industry in 1999 and over the years have had a number of roles, with a number of different companies, including at one of the “Big Five” banks in Canada.
Although I enjoyed and excelled at these positions, I reached a point in my life where I felt the need to explore the possibility of aligning myself with a company that was more client-focused and willing to place their clients’ interests ahead of corporate profits. In 2014, I began the transition to Freedom 55 Financial – the financial planning division of London Life, an integral part of Canada Life Financial.
As part of one of the largest investment and insurance companies in Canada, I am provided with a team of administrative and technical support. My team and I have the freedom to base recommendations on what will best serve my clients, and are 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.