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COVID-19 UPDATE: All COVID-19 regulations are strictly adhered to as communications and business transactions are done through Zoom, email and the telephone system. All applications are submitted online.
Freeborn Financial approaches the needs of clients as "what can we do to assist you?" They listen and analyze the needs of their clients before recommending a solution. By evaluating the needs of their clients they strive to assist in the saving of income tax, acquiring and retaining a value added work force and providing the small business owner and their loved ones with enough resources should they suffer a personal tragic event.
As a financial advisor, they must complete and pass an educational program which is developed and administered by the Alberta Insurance Council. To maintain their license it is necessary to take 15 hours of continuing education courses annually which is also administered by the Alberta Insurance Council. Products are available through a partnership with several life insurance carriers.
Learn more about Roy's Personal Pension Plan Here.