I’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.
Cell: | 780-909-3993 |
“My goal is to learn about you, your family, lifestyle, career, financial challenges and opportunities.”
I started with Freedom 55 Financial, a division of London Life Insurance Company, in 2011.
Education has been a part of my lifelong journey, and an important part of my profession. I graduated from Northern Alberta Institute of Alberta (NAIT) with a degree in business administration, majoring in accounting. I also completed a marketing management certificate from NAIT and have owned several businesses.
I’m committed to my clients’ financial security and well being. I’m a certified Registered Retirement Consultant and Elder Planning Counselor and I’m currently working towards my Certified Health Specialist designation. I’m also a member of the Canadian Institute of Financial Planning and Canadian Initiative for Elder Planning. I am fully licensed for segregated funds, life insurance, living benefits, health insurance in Alberta, British Columbia, Ontario and Prince Edward Island. Through my mutual fund dealer, Quadrus Investment Services Ltd., I am registered to sell mutual funds in the provinces of Alberta and Prince Edward Island.
I’m happily married to Wayne Dooley, and together we have a blended family of two sons, Chris and Wayne Jr., and three grandchildren.
In addition to spending time with family and friends, we host a weekly Bible study, and I also enjoy reading and volunteering in my community.
I enjoy traveling regularly to Prince Edward Island to see clients and family, and we love vacationing in Hawaii.
When specialized expertise is required, I 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.