I understand your goals and dreams are as individual as you are.

Whether you’re starting a new family, preparing for retirement, or running a business, I will work with you or your business to build the financial security plan that best fits your needs.

I will work with you to create a customized plan that helps you manage risk and brings your goals within reach through an integrated planning process.

I came into this industry to make a difference for families in need. I often saw families that had suffered undue hardship because of a lack of financial planning. I believe I can help make a positive difference in the lives of my clients by applying what I know and continuing to research new ways to build and develop financial and personal security.

Nick graduated from York University, where he received his Honours B.A and Bachelor of Education. After a short time teaching modern and ancient history in high school, Nick transitioned into finance, getting his start as a front-line advisor with one of the major banks. Spending 3 years at the bank, Nick decided to join Freedom 55 Financial, in order to engage in meaningful client interaction and in-depth financial planning. Nick found success when he started his practice with Freedom 55, leading to his being invited to be the Training Manager, responsible for developing financial advisors at the Freedom 55 office in the Canada Life building downtown.

After spending almost 2 years as the training manager, Nick has decided to join Intrepid and return to a client-facing role, in order to support Craig and expand upon the high level of customer service Intrepid is dedicated to providing.

“Being a CERTIFIED FINANCIAL PLANNER^® allows me to combine my interest in the financial industry, with my passion for education, by sharing my experience with clients and working together with them in order to achieve their desired results.”

Nick's other interests include spending time with his family, cars and motorcycles, and sports or any physical activity indoors or out!

Ria has been in the financial industry for almost five years and has worked with Intrepid for almost three years. She has completed the Investment Funds in Canada (IFIC) course as well as the Life License Qualification Program (LLQP). In her down time, Ria enjoys family time with her husband and toddler, playing volleyball, and supporting local theatre artists.

Cassidy has eight years in the customer service industry, therefore ensuring client satisfaction is well integrated into her role as a marketing associate. Cassidy, alongside Ria, ensures the needs of the clients are acknowledged and fulfilled on a daily basis. Cassidy takes pride in supporting the Intrepid business and strives to provide a positive day to day operation of the office.

Outside of work hours, Cassidy enjoys spending time with her family, dogs and watching sports!

Nabil Beg-Mohamed has been a Wealth Management Wholesaler with Canada Life since 2012. He has over 16 years of wealth management industry experience. Previously, he was a Business Development Manager with a large Canadian bank, where he partnered with over 600 financial advisors in downtown Toronto to help them grow their mutual funds business. Prior to that, he worked as an Internal Wholesaler with Canada’s largest privately held mutual fund company, supporting 1000 advisors in the Greater Toronto Area.

Nabil has spoken at multiple conferences on various investment topics including estate protection funds for the aging demographics, the gradual inheritance concept, Real Estate a third asset class, and segregated funds for a fee-conscious environment. He graduated with a Bachelor of Commerce degree from the Rotman School of Management at the University of Toronto with a double specialist in Commerce and Economics and has passed level 1 of the Chartered Financial Analyst (CFA) program.

Jaclyn Dawson joined Freedom55financial in January 2019 as an Insurance Sales Consultant. Prior to her joining our team, Jaclyn was a financial advisor with IG Private Wealth Management for over 4 years. Jaclyn ran a successful practice that focused on the pre-retirees/retiree market. She built forever lasting relationships with her clients, and to this day still stays in touch with them. She continues to be dedicated to helping Canadians achieve their financial dreams, and is excited about starting this new chapter in her career. In her spare time, Jaclyn likes to catch a Leaf game, keep active, and enjoys the summer at her family cottage.

Charles is responsible for helping Financial Security Advisors across the GTA in the “Large Case” Life Insurance Market. Having been in the insurance business since 1997, Charles provides advanced technical support, case consultation, and joint sales appointments helping advisors work with affluent individual to create tax-advantaged wealth solution through the use of permanent Life Insurance products.

Sean worked at CIBC Investor Services Inc. as a financial advisor where he was responsible for a portfolio of over SIOO million that consisted of cash, credit and investment products. During his tenure at CIBC, he also attended York University. Sean currently has an honours degree in finance and CFA Level Ill Candidate. Prior to obtaining his degree, he acquired the Certified Financial Planning (CFP^®) designation with the Financial Planning Standards Council and the Chartered Investment Manager (CIM) designation with the Canadian Securities Institute.

Sean's advisors and clients can expect a person who is willing and ready to listen to what matters most to them. Integrity is his strongest attribute and a key characteristic of who he is. Knowing that he takes advisors' and clients' personal and financial situation seriously should make clients and the advisors comfortable in doing business with him.

Disclosure:
Canada Life Securities Ltd., Member of IIROC and the Canadian Investor Protection Fund”
Link to the IIROC Advisor Report page
Link to the CLSL website

With 20 years of financial services experience, Kelvin work closely with financial security advisors to develop and implement customized investment plans and estate strategies, providing expert guidance to help high-net-worth clients accumulate, preserve, and transfer wealth.