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Creating a Financial Plan For

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.


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Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.


Learn More

Learn More Today About

How We Help

Contact us today to find out how we can help with your financial needs.


Contact Us Today

How We Work

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

 

Overview

Financial security planning is about more than planning for retirement or protecting yourself against risk – it is about making dreams come true.

 

Life Stages

Your needs as an individual or business owner shift depending on your stage of life. We’ll consider the following when developing your financial security.

 

Four Cornerstones

A sound financial security plan should protect you against uncontrollable events such as disabilities or death, while helping you plan for controllable events such as buying a new home and retiring comfortably.

This is what we do.
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Health Care by Canada Life

 

Stephen J White

 

Plan Direct

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Plan Direct

Underwritten

Lucas White

 

Plan Direct

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Plan Direct

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Products and Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

Overview

Financial products and services should address specific needs in your financial security plan – whether it is to help fund your child's education, build a successful business or retire comfortably.

 

For Businesses

You’ve worked hard to build your business; we want to help you protect it. Whether starting a new venture or maintaining a successful one, we can help you address your needs.

 

For Individuals

Whether saving for your child’s education, planning a vacation, building a nest-egg or managing your finances during retirement, we can help you create an investment portfolio that fits your needs.

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Our Team

Learn more about our amazing team of professionals.

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Stephen J. White

Financial Security Advisor

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Stephen J. White

Phone: 905-332-3400 Ext. 318

Email: stephen.j.white@freedom55financial.com

Bio

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: 905-332-3400 Ext. 318

Email: stephen.j.white@freedom55financial.com

Address: Suite 500, 5575 North Service Road, Burlington, Ontario L7L 6M1

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