We’ll help you build a personalized financial security plan. Financial security planning is about more than just retirement planning – it’s about building a financial strategy that considers your immediate needs and your long-term goals and dreams.
|905 660-9414 ext. 303|
David is a highly motivated individual with 25 years of experience in the financial industry. David helps clients improve their financial health using basic financial tools including RRSP's, Mutual Funds, Life Insurance and Group Benefit Plans.
David has a track record of success. He represented Canada as a member of the National Baseball Team and was drafted by the California Angels Major League organization. After baseball, he dedicated his time to finance where he was heard daily on CBC Radio commenting on investments and market activity. He continues to follow market trends but maintains a long term strategy with clients as the key to financial independence.
Matthew is driven to make a difference in his clients' lives. He chose to become a financial advisor as he felt it is a great way to positively affect the clients he works with. Whether it be achieving goals such as buying a car, funding a wedding, purchasing a house, or saving for that dream vacation, he always strives to turn dreams into realities. He also takes great care in risk management when it comes to protecting those goals, his clients' lifestyles, and their families' lifestyles. His approach is built on trust, being openminded to new strategies, and respect.
Matthew has been around the sports world for many years both working and as an athlete. Having been exposed to a high demand and production-driven environment, he has proven he has what it takes to handle these types of situations. While working as a manager at the Ford Motor Company assembly plant he strengthened his ability to work under pressure and deliver results. This complements the risk management and careful approach he learned when he worked in camp settings. His priority there was always the safety and protection of his campers and staff. His ability to work under pressure, deliver results, combined with creating protection enables him to create full financial strategies that will benefit his clients.
My goal is to honestly assess client needs and goals, provide a professional, personalized financial security plan that offers solutions for clients, and meet regularly to discuss the ongoing results and keep the plan on the path for success. If clients succeed then I succeed!
I've worked in sales for more than 20 years and have been in financial services since 2012. I've helped many clients balance their long- and short-term goals and have built strong, lasting relationships.
Using an integrated planning process, I’ll work with you to build a personalized financial security plan that fits your needs and helps manage your risk and bring your goals within reach. Through Freedom 55 Financial, I also have access to a team of experts when specialized advice is required.
When I'm away from the office, I work with many youth organizations including Oakville Minor Hockey, Oakville Little League baseball, Oakville Minor Lacrosse and the Oakville Soccer Club.
|905-660-9414 ext. 303|
|1-888-559-0828 ext. 303|
Peggy was born in Taiwan but Toronto has been home since moving to Canada at the age of 3. She enjoys the arts in the city and holds a theatre subscription and an art gallery membership. Her career has focused on client services: the past 15 years in the financial services industry and prior to that with The United Church of Canada.
When specialized expertise is required, We have access to a team of professionals associated with Freedom 55 Financial. They specialize in tax, law, accounting, investments, insurance, group benefits, mortgages and financial security planning.