Certified Financial Planner
|Office:||416-291-0451 ext. 202|
After graduating with a Bachelor of Commerce from the University of Toronto in 2003, Steve joined Great-West Life as a Retirement and Investment Specialist. His responsibilities included the creation of financial plans, case consultation, joint field work, client seminars, and business coaching. In 2010 he was promoted to Director of Business Development with Freedom 55 Financial and is currently enjoying the responsibilities of mentoring and growing the business of Financial Advisors.
Steve holds his CFP designation and has completed the CSC, LLQP, and EPC programs.
Steve believes that “an excellent and qualified Financial Security Advisor can make a meaningful and long lasting difference in the lives of clients and their families, in the face of economic uncertainty.”
Regional Operations Manager
After attending Seneca College's Law Enforcement program, Barb started her financial services career with London Life in 1985 as a Customer Assistant at the Toronto North office. She was promoted to Office Manager in 1990 and to Regional Operations Manager in 2000 at the GTA East Financial Centre.
Barb is passionate about Continuing Education in the financial services industry. Barb and her husband are involved in volunteering in their local community on a monthly basis. They are avid organic gardeners, and enjoy spending quality time with their 5 children and 2 grandchildren.
Mark comes to the GTA East Financial Centre after 4 years as a Financial Security Advisor with Freedom 55 Financial. London Life and Freedom 55 Financial are a family affair for Mark, a proud 3rd generation manager in the company. Prior to his career at London Life, Mark was a PGA of Canada golf professional who taught in Markham Ontario for 10 years. He enjoys the game more than ever now that it’s a hobby instead of a job.
Mark is passionate about the success of the advisors at Toronto East Financial Centre and is always interested in speaking to the next advisor about a career with Freedom 55 Financial.
|Office:||905-831-3600 ext. 4234|
|Office:||705-745-1324 ext. 4253|
Past President, Advocis Durham Region
|Office:||905-831-3600 ext. 4230|
Craig began his career as a financial security advisor with Freedom 55 Financial after graduating from the University of Western Ontario in 1993. Since that time he has held numerous roles within the organization in sales management, product wholesaling and advisor practice development. Craig has also been involved in a number of community and industry volunteer positions including local food banks, GTHL hockey and Advocis.
Currently as Director, Practice Development for Freedom 55 Financial, Craig partners with experienced financial security advisors focusing on advisors’ practice development. He is also responsible for the sourcing and recruiting of qualified candidates to the role of financial security advisor.
Craig lives in Markham with his wife and two children.
I grew up in Kingston, Ontario where hockey was my ultimate dream. I was extremely fortunate that my talent and hard work earned me a scholarship to the Ivy League where I played hockey for the Brown University Bears. After graduating in 2006, before transitioning into the financial services industry, I spent two and half years playing semi-pro hockey throughout the U.S trying to make the big leagues. Currently I live in the Toronto area with my wife and son.
I love what I do, it’s not work. I love helping people, their families and their businesses. My “job” is to speak with as many people as possible, learn about their unique situation, learn about their goals, help identify their risks (if there are any) and provide efficient, practical, reasonable and achievable solutions.
My purpose is to help others by educating and providing professional counsel in my area of expertise. I help motivate people by always looking for a solution on how to achieve success or solve a problem and always being positive. Life is not too short but life is extremely valuable.
|Office:||705-745-1324 ext. 4531|
After graduating with a Bachelor of Psychology from McMaster University, Emily joined Freedom 55 Financial as a Financial Security Advisor. After building a successful financial practice, Emily transitioned into the role of Training Manager. She uses her experience to ensure that new advisors have a fast start to success, and that established advisors stay up to date and current in the industry.
In her spare time Emily enjoys competing in bass fishing tournaments with her husband Jamie and spending time with their daughter. Emily is also a strong believer in continuing education and is a FPSC Level 1 Certificant in Financial Planning.