Our planning process
We use a planning process that helps our clients achieve their goals and dreams, whatever they may be. This process allows us to:
- Gain a better understanding of what financial security means to you
- Analyze your situation and identify gaps
- Build a plan to help you achieve your short and longterm goals and dreams
- Review and monitor your financial security plan regularly to help ensure it meets your changing needs
Our foundation of strength and stability
Milestone Wealth and Estate Planning Group is pleased to represent Freedom 55 Financial, a division of London Life Insurance Company.
London Life has been helping Canadians meet their financial security needs since 1874.
Through Freedom 55 Financial, Milestone Wealth and Estate Planning Group offers London Life’s own brand of savings and investment, retirement income, life insurance and mortgages, as well as a broad range of financial products from other financial institutions.
- Disability and health
- Family and business legacy
Supported by a team of experts
Through Freedom 55 Financial, Milestone Wealth and Estate Planning Group is supported by a team of experts in:
- Retirement and investment planning
- Life insurance
- Banking and mortgages
- Living benefits (individual critical illness and individual disability insurance)
- Employee benefits