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.
Rod White offers clients a solutions-based approach to financial security planning, backed up with over 20 years in the industry. Rod is highly experienced in working with experts such as accountants and lawyers to present and evaluate complex ideas. He prides himself on providing customized advice and recommendations that are in his clients' best interests. It’s obvious why he’s often described as honest, resourceful and client-focused.
Rod is a financial security advisor, with Freedom 55 Financial, a division of London Life Insurance Company. He can also offer insurance products from a broad range of financial institutions. Through his mutual fund dealer, Quadrus Investment Services Ltd., he can offer mutual funds in the province of Ontario and Quebec. When he's not working, Rod is an accomplished athlete, playing on a local curling team as well as being an avid golfer.
To ensure he provides a high level of service, Rod continues to learn as much as he can about financial planning. He holds a Certified Financial Planner certification, considered by many to be the gold standard in financial planning designations. His designations also include Chartered Life Underwriter (CLU) and Financial Management Advisor (FMA).
Leslie Burke offers expert advice backed by several years in the retail banking industry. She is highly experienced in looking at the big picture – investing, lending and day-to-day banking solutions. She is described by her clients as thoughtful, honest, intelligent and to the point – many clients refer to her as ‘their person’ throughout all aspects of their financial journey. Through comprehensive analysis, in-depth market research and support from a team of highly- qualified tax and product specialists available through Freedom 55 Financial, Leslie can help you achieve your financial freedom.
Leslie is a financial security advisor with Freedom 55 Financial, a division of London Life Insurance Company. Through her mutual fund dealer, Quadrus Investment Services Ltd, she can offer mutual funds in the province of Ontario.. When she is not working, Leslie enjoys giving back to the community through philanthropy and volunteering with the United Way, Boys and Girls Club, and the Canadian Cancer Society.
To ensure she can provide a high level of service, Leslie is committed to continuing her education. Leslie is pursuing the Certified Financial Planner designation, along with further training in the Life Insurance industry.
When specialized expertise is required, we have access through Freedom 55 Financial to a team of professionals in tax, law, accounting, investments, insurance, group benefits, mortgages, and financial security planning.