Freedom 55 financial
406 - 1708 dolphin aveKelowna, BC V1Y 9S4
Tel: 250.870.4081
I am a Financial advisor who specializes in full financial planning for Business owners, Professionals and Businesses. I offer complete & creative planning for all aspects of your personal and business finances and risk.
I am also a Group Benefits and Pension broker and consultant working with companies from Alberta to BC, small to large. I offer creative solutions for the complex and changing needs of your business. As one of the Okanagan's Premier Group Specialists I employ a team of highly trained group professionals to maximize value for my clients. We strive to provide exceptional service with industry leading solutions.
I am able to tie these two practices together by the trust and relationships I have forged with my clients both individual and corporate overtime and with quality advice they have come to count on.
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