Lois & Doug Wark's Testimonial

We began dealing with Kevin and Freedom 55 Financial when my previous Financial Advisor changed companies and my account was passed on to Kevin. From the first moment I walked into Kevin’s office I felt comfortable. At that time there was only Lily in the front office working part-time and Kevin. Within the first ten minutes I felt very relaxed and confident that Kevin did have my best interest at heart. I never had any apprehension about having my financial planning handled by Kevin.

Doug then moved his LRIF to Kevin’s office. Our main concern at that time was to have a Financial Advisor we could rely on and one that would be staying in the Brandon area. Kevin managed to calm our fears and provided us with the information we needed regarding our retirement years.

We have struggled through the lows of the market and have been buoyed by Kevin’s calm reassurances that “it will get better”. I’m sure there are times he didn’t want to have to deal with our misgivings regarding our investments and fears about the future, but he did…and in the end we would leave the office wiser and calmer. Kevin would explain things until he was assured we understood.

We are so confident in Kevin’s knowledge as a Financial Advisor that we now have our two children working with Kevin and have recommended him to our friends, some of whom are now Kevin’s clients. We look forward to dealing with Kevin through “our golden years”!