We’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.
For the past 22 years, I’ve been a professional financial planner and investment representative for Freedom 55 Financial and Quadrus Investment Services Ltd. Since incorporating my practice in 2006, I’ve been operating under Atherton Financial Group Inc., where I represent London Life and Quadrus Investment Services Ltd. I’m able to provide expert advice on industry-leading products that are offered by some highly recognized names.
It’s important that my clients understand their investment profile. That’s why I follow a proven planning process which includes understanding my clients’ goals, their current financial position and a review of their sources of income and savings. I develop a confidential customized retirement investment plan and review and monitor the plan on an ongoing basis.
Prior to joining London Life in 1996, I managed the A&P store at the Huronia Mall in Midland, Ontario. I believe working in the food industry and with the public enhanced my ability to work independently and prepared me for my current practise.
I enjoy camping, hiking and traveling with my family. During the winter months I play in a recreational hockey league, and in several competitive tournaments throughout the season. I’m also a proud sponsor of and player in the Hockey Helps the Homeless tournament, held annually in Barrie, Ontario.
Mathew graduated with a diploma in Marketing & Advertising at Durham College in 2003. He began his career working for a top tier insurance company specializing in corporate, municipal and sport insurance needs. Mathew joined Freedom 55 Financial as a financial security advisor in 2004 and became part of the Atherton Financial team in December 2008. He has his Registered Health Underwriter Designation (RHU).
Wayne obtained his finance diploma from Fanshawe College, London in 1987. He was also the valedictorian of his graduating year. In June 1987 he began working at National Trust company in mortgage and lending, along with investments. He moved to different Niagara Peninsula and Southwestern Ontario cities with National Trust, the last being Wallaceburg. There he met his wife Michelle. He and Michelle moved to Barrie in October of 1989. In November 1999 after 12 ½ years with National Trust he started working at London Life Company and was delighted when London shifted gears moving to their financial planning division, Freedom 55 Financial in 2000. Wayne obtained his Certified Financial Planning (CFP) designation in June of 2002 and in June 2011 followed it up with his Certified Health Specialist designation (CHS).
Since November 1999, he has been a member of Advocis the Financial Advisors Association of Canada, a non-profit association of 12,000 investment advisors, certified financial planners and other members of the financial services industry. For a period of 10 years spanning from the mid 1990’s to the mid 2000’s he was an active Kinsmen Clubs of Canada member. He has been the Stewardship Committee chairman for Westminster Presbyterian church since 2001 and he has been an active volunteer for Rainbows Canada for the past several years before join the board. He has been a part of Atherton Financial since May 2011.
Kim attended Niagara College and graduated in 1999 receiving a Health & Science Diploma and furthered her schooling at CCMH and received her Massage Therapy Diploma in 2001. In the years to follow Kim has worked as a Sales Associate in Customer Service as well as Bookkeeping. In March 2012, Kim joined the Atherton Financial team as a Marketing Associate.
When specialized expertise is required, We 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.
John Paul (JP) has over 18 years of experience covering capital markets and the financial services industry. Since 2009, JP has worked as a Senior Investment Consultant & Regional Sales Manager (Wholesaler) for London Life & Quadrus Investments.
In his current capacity, JP works with over 100 of London Life’s top Financial Security Advisors, by providing in-depth knowledge of our internal investment products and hands-on assistance in selected joint-field-work cases. His efforts include detailed portfolio review in support of the development & presentation of comprehensive retirement plans & High Net Worth (HNW) investment strategies.
Kelvin joined Great-West Life in 2012. As a Private Wealth Counsellor, Kelvin works with the client’s financial security advisor as a team to develop and implement a customized investment and estate plan, providing expert guidance to help preserve, build and transfer wealth.
Prior to joining Great-West Life, Kelvin held a variety of increasingly responsible positions in the investment industry. He has worked as an account manager and a financial Planner for Schedule A banks. Most recently Kelvin has worked as a Sales Director for a large private investment firm.
Kelvin has completed Chartered Financial Analyst designation in 2006. He has also completed the Professional Financial Planning course, Canadian Securities course and Canadian Insurance course.