We first met Kevin of Freedom 55 Financial while sitting on the organizing committee for a large, local, curling bonspiel. As a young couple just starting out in our first home, we hadn’t put much thought into financial planning thinking we really couldn’t afford it. We had always been leery of pushy financial planners, but after getting to know Kevin, it was apparent that with his easy going personality he was someone we could talk to and work with. During our first financial planning meeting, Kevin asked us what our personal goals were, and where we wanted to be in the future. He also spent time explaining, in easy to understand terms, about investments, RRSP’s, Mutual Funds – RESP’s, Life Insurance, Disability protection and much more. At the time we could only afford to invest a small amount of money. Kevin never pressured us to invest more than what we felt comfortable with, but rather commended us for taking time to think about the future. Since then our family and financial blankets have grown, with the arrival of our daughters, Colsie & Kylan. At this point we knew we needed to make sure that not only our future was looked after, but the girls as well. Not knowing what we should do, but feeling completely comfortable and confident in Kevin, we sat down and budgeted what we felt we could afford to contribute each month, and came up with what we affectionately call “our plan”. Kevin looked after the rest making sure we were completely covered for the future, including setting up an RESP for the girls.
Kevin has proven himself to be a hard working, personable, and honest professional in his dealings with us. We have absolutely no reservations recommending Kevin Martin to others hoping to plan for their future.
Thank you so much Kevin for helping us as we work towards our dreams!!