“Your financial life caddie”
/ˈkadē - in golf, the person who carries a players bag and gives insightful advice and moral support. A good caddie is aware of the challenges and obstacles of the course being played, along with the best strategy in playing it.
fīˈnan(t)SHəl/ kadē - in life, the person who cares for a person's financial goals and gives insightful advice and moral support. A good financial caddie is aware of the challenges and obstacles of the life being lived, along with the best strategy for financially living it.
We offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes you happy and focusing on your family, not just your pocketbook. It means following your heart and not being afraid to change your mind. We’ll be here to help you with every step, every decision and every success.
Whether your goals are long-term (such as retirement) or more immediate (such as growing your business), we can help you build a financial strategy.
By focusing on your personal goals and financial objectives, our process enables us to customize a financial plan that's tailored to your unique needs.
Meet our team
Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists available to us through Freedom 55 Financial, we can help you make sense of your options.
Make saving simple
Setting up automatic, pre-authorized chequing (PAC) contributions can make saving simple and potentially help you reach your long-term investment goals sooner.
GLC Asset Management Group's Market Matters monthly investment commentary will help to keep you informed when making financial decisions.