Working with you

Financial security planning is about more than planning for retirement or protecting yourself against risk – it is about making dreams come true.

We are focused on helping you achieve freedom and choice at all stages of life. To do this, we use Freedom 55 Financial's planning process, which is based on the four cornerstones of financial security. It is a process designed to help you:

  • Better understand what financial security means to you by reviewing your current situation and defining goals
  • Identify and discuss any roadblocks to achieving your goals and analyse your situation
  • Identify any gaps and build a plan to help you achieve your short- and long-term goals and dreams
  • Review and monitor your financial security plan regularly to help ensure it continues to meet your changing needs

The information on this website is intended for residents of Ontario only.

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Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design and Quadrus Group of Funds are trademarks of Quadrus Investment Services Ltd. used with permission.

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Representing Freedom 55 Financial, a division of London Life Insurance Company

Mortgage referrals and insurance products, including segregated fund policies, are offered through Slater Wealth Management Inc., Kevin Slater, Tom Yates, Karen Debergh, Darren Allison, Karen Slater, Chris Yates, Tom Yates, Jeniffer Rowe and Kirk Ramsay offer mutual funds through Quadrus Investment Services Ltd.

 

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