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.
Since entering the financial advisory industry in 2007, Tim has committed himself to helping his clients achieve their own definition of financial security and well-being. As a married father of three, and a homeowner, he understands the everyday needs, concerns, and uncertainties facing young families both today and in the future. He has also had an eye towards his own retirement, and with a large number of his clients either in or approaching retirement, has spent an large portion of his career to date helping these clients navigate through this complex time in their lives. This has given him both the experience and knowledge to advise in this area with confidence and wisdom.
Tim believes that “knowledge is power”, and set a goal early in his career to attain relevant professional designations and further his financial education. He completed the education requirements and obtained the Certified Financial Planner® (CFP®) designation as well as the Canadian Health Insurance Specialist (CHS) designation in the summer of 2011. These designations show his commitment to both his clients and his education, and give him the ability to confidently advise his clients. The next designation Tim is looking to attain is the Charter Life Underwriter (CLU), which he hopes to begin later this year.
Tim and his wife, Mary Ann, live in Napanee, with their children, Ross, Devin and Natalie.
Since entering the financial advisory industry, Tasha has committed herself to providing personalized and professional service for each and every client.
Tasha holds a Bachelor of Commerce Degree from the University of Guelph. Following university Tasha moved to western Canada where her entrepreneurial drive led her to open a restaurant in Kelowna, BC. After 9 years of being away from her tight knit family, Tasha made the decision the sell her share of the business and move back closer to home.
Helping people, whether it’s planning for retirement or buying a home, is truly Tasha’s passion. In addition to developing a custom financial plan for each client, she conducts regular meetings with clients to review performance, reconfirm financial goals and make adjustments as lifestyle or economic conditions warrant.
She lives in Napanee with her husband and two daughters.
Bob has been with London Life since 1972, and during this time he has obtained his Chartered Life Underwriter (CLU), his Chartered Financial Consultant (CH.F.C.) and his Certified Financial Planner® (CFP®). These designations show Bob’s commitment to his clients, by doing all that is required in order to provide them with excellent service.
At present Bob devotes the majority of his time to pensions and arranging retirement cash flow for his clients.
Supporting our community is important to Bob and he has served in several volunteer capacities in the past, as well as presently.
Bob and his wife Jean reside in Napanee and have three adult children and three grandchildren.
Lisa joined L&A Financial in 2011, working one day a week, and is now full time.
Lisa and her husband Darren live in Napanee with their 3 daughters, Montana, Cheyenne and Madison.
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.
Denise has been with London Life since 1999, and she passionate about offering complex cash flow analysis, credit and other services to help our clients achieve stronger financial security and other financial goals.
Her role is to recognize opportunities for London Life mortgage and lending products as a part of a client’s financial security plan. She provides expertise in the areas of credit options, financing home purchases, improving cash flow, and debt consolidation.
Andrew has worked in the financial services industry since 2008. During this time, he has had the opportunity to help business owners, executives and professionals delivering customized investment solutions.
Since 2012 Andrew has worked as an Investment Consultant working with Financial Security Advisors at Freedom 55 Financial in the Georgian Bay Region. In 2017, Andrew had the opportunity to be closer to family and relocated to Kingston working with Financial Security advisors in Eastern Ontario.
Previously, he worked at a private equity firm as a Marketing Manager, responsible for sales in Ontario, BC and Alberta raising capital with an independent network of financial advisors. Andrew has an extensive knowledge of the High Net-Worth Market and his specialization is customizing solutions to derive sustainable long term income for retired clients.
Andrew is a Fellow of the Canadian Securities Institute (FCSI), Chartered Investment Manager (CIM) and has an Honours Bachelor of Commerce (B. Comm) from the University of Guelph.
Isaac works with advisors as a resource for product knowledge, creative sales ideas and competitive intelligence. He provides proactive insight on changes to product lines and movement within the industry to help take advantage of all opportunities presented. This is in addition to remaining available to support Life and Living Benefits needs through individual case consultations with advisors.
His lives in Stittsville with his wife Jessica, and their 2 daughters Carmelena, and Elida. In his free time he takes his children to various activities, enjoys playing music and a good game of baseball or a round of golf.
Fred has been a practicing CPA, CA, for the past 12 years for both large and mid-sized accounting firms in Ottawa. He has completed the CICA In-Depth Tax Course (parts I-III) and is specialized in Canadian taxation.
Over his years in practice, Fred has primarily worked with business owners, professionals and high-net worth individuals helping them effectively structure their financial affairs by implementing strategies to accumulate wealth while minimizing taxes, both personally and corporately. He is professionally fluent enabling him to engage advisors and client opportunities in either English or French.
Michael is an experienced financial leader with more than 20 years of professional investment experience. He has the unique experience of having worked with both institutional (pension, endowment and foundation funds) and high net worth investors. His background includes corporate finance, consulting, investment management and advising roles.
Michael joined Great-West Life in 2013 as a Private Wealth Counsellor, bringing his extensive experience in the financial planning industry to the organization's clients and advisors. In this capacity, he provides assistance to financial security advisors at Lennox & Addington Financial Centre Inc. in delivering value-added knowledge and service to a select group of clients.
Michael has completed a Certified Management Accountant (CMA) and Chartered Financial Analyst (CFA) designation. He has also completed the Canadian Securities Course, Conducts and Practices, Canadian Insurance Course and Wealth Management Essentials.