image

image
Financial security planning is about more than planning for retirement or protecting yourself against risk – it is about making dreams come true.

I help people organize their financial lives to achieve their goals.

I can offer you more than 20 years of business experience. In addition, when specialized expertise in a specific area is required, through Freedom 55 Financial, I have access to a team of experts. We will help you achieve freedom and choice at all stages of life.

After evaluating your needs, investment risk tolerance...
see more Financial security planning is about more than planning for retirement or protecting yourself against risk – it is about making dreams come true.

I help people organize their financial lives to achieve their goals.

I can offer you more than 20 years of business experience. In addition, when specialized expertise in a specific area is required, through Freedom 55 Financial, I have access to a team of experts. We will help you achieve freedom and choice at all stages of life.

After evaluating your needs, investment risk tolerance and life stage, I will recommend those products and services that best help you achieve these goals.
Freedom 55 Financial offers London Life’s own brand of savings and investments, retirement income, life insurance, and mortgages. In addition, I can offer a broad range of financial products from other financial institutions. Through my mutual fund dealer Quadrus Investment Services Ltd., wholly owned by London Life, I can offer you powerful investment choices through the exclusive Quadrus Group of Funds.

• Individual life insurance
• Segregated fund policies, registered retirement savings plans (RRSPs) and tax-free savings accounts (TFSAs)
• Payout annuities, registered retirement income funds (RRIFs) and life income funds (LIFs)
• Individual disability insurance
• Individual critical illness insurance
• Individual health and dental insurance
• Business insurance
• Group insurance
• Group retirement plans
• Mortgages
• Mutual funds – Registered education savings plans (RESPs), RRSPs, RRIFs, TFSAs and registered disability savings plans (RDSPs)

  • Freedom 55 Financial
    Current
    Financial Security Advisor
    licensed to sell Life Insurance in British Columbia
    licensed to sell Life Insurance in British Columbia
  • Quadrus Investment Services Ltd.
    Current
    Investment Representative
    Registered to sell mutual funds in British Columbia
    Registered to sell mutual funds in British Columbia
  • Donovan Creative Communications
    2008
    General Manager
    We help companies realize 'wikinomics' behaviour and benefits by connecting them with their stakeholders (Customers,...
    read more
    We help companies realize 'wikinomics' behaviour and benefits by connecting them with their stakeholders (Customers, Partners, Employees, Investors) in a profitable, collaborative community.
  • show more...

  • No activity.

Followers (39)
more

Following (31)
more

Groups (1)
more

Contact
edit

Email: lalexanderpotter@gmail.com
Phone: 604-607-3585