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.
|416 291-0451 ext. 232|
In my practice as a financial security advisor, I work with clients to build a comprehensive plan from the ground up. I take a holistic approach to building each financial security plan and recognize that every client has different concerns and priorities.
We go through life with goals and dreams – some we achieve, others we don’t. Setting financial goals can help you achieve your dreams. Generally, clients want and need guidance putting a plan in place, and that’s where I can help. With more than 30 years of experience as a financial security advisor, I can help you shape your goals and fulfill your dreams.
Partnering with financial service providers, I can help make a difference in your financial life – from managing risk with insurance products to managing volatility and risk within your investment portfolio.
The new year is a great time to look at your financial security plan. Feel free to give me a call or use the “book an appointment” tool on my web page.
Let me help make your goals and dreams come true.
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.
In a financial services career that began in 1997, Sean Slapnicar has been an investment consultant for more than 12 of those years. He has a Bachelor of Arts degree in Economics and received his MBA degree in 2004.
Sean holds his life license and has completed the CSC (Canadian Security Course), IFIC (Investment Funds Institute of Canada), and EPC (Elder Planning Councilor) programs.