Retirement and
investment planning

Helping you reach your financial
security goals

I offer a wide range of investment products and services to help you reach your financial security goals.

Whether it’s saving for your child’s education, planning a vacation, building a nest egg for retirement, investing in a small business or managing your finances during retirement, we can help you create an investment portfolio tailored to your needs.

Segregated Fund Policies

Like a mutual fund, a segregated fund is a pool of money from thousands of investors which professional fund managers invest in a variety of individual securities. But unlike a mutual fund, a segregated fund policy offers valuable insurance protection and is only available through an insurance company such as London Life.

Mutual funds

Freedom 55 Financial’s exclusive mutual fund dealer, Quadrus Investment Services Ltd.™, gives you access to a long-term investment solution: mutual funds. A significant component of most investment portfolios, mutual funds may fit into your financial security plan.

Mutual funds allow individuals to pool their savings in a portfolio of investments managed by professional money managers. Because of the large amount of money in the pool, mutual funds can diversify a portfolio more widely than individuals may be able to when investing on their own.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the Fund Facts before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Tax-free savings account (TFSA)

A TFSA is not a traditional savings account. It’s a type of plan that allows you to earn many types of investment income tax-free (including capital gains). A TFSA can help you save for a large purchase or supplement your retirement savings plan.

Registered retirement savings plans (RRSPs)

Contributing to an RRSP is still one of the most popular and tax-effective ways to save for your retirement. I can offer products to build a portfolio to help you meet your retirement goals.

Registered education savings plans (RESPs)

Saving for your child’s or grandchild’s future becomes increasingly important as the cost of post-secondary education continues to increase.

RESPs offer an effective way to maximize the money available to your children or grandchildren when they enroll in a full-time post-secondary program. Anyone—parents, grandparents, other family members and friends—can open an RESP for a child.

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