Freedom 55 Financial

Our team

Senior Management

Steven Giancola, CFP ®, EPC
Managing Director
Financial Planner
Freedom 55 Financial - Pickering
Steven Giancola - Managing Director, Freedom 55 Financial, Toronto, ON

After graduating with a Bachelor of Commerce from the University of Toronto in 2003, Steve joined Great-West Life as a Retirement and Investment Specialist. His responsibilities included the creation of financial plans, case consultation, joint fieldwork, client seminars, and business coaching. In 2010 he was promoted to Director of Business Development with Freedom 55 Financial and is currently enjoying the responsibilities of mentoring and growing the business of Financial Security Advisors.

Steve is a CERTIFIED FINANCIAL PLANNER ® professional; and has completed the CSC, LLQP, and EPC programs.

Steve believes that “an excellent and qualified Financial Security Advisor can make a meaningful and long-lasting difference in the lives of clients and their families, in the face of economic uncertainty.”

Barbara J. Meecham, FLMI, ACS, AIAA, AIRC, ARA, ASRI
Regional Sales Support Manager
Freedom 55 Financial - Pickering
Barb Meechum

After attending Seneca College's Law Enforcement program, Barb started her financial services career with London Life in 1985. She has held numerous positions during her career, and is currently the Regional Sales Support Manager in the GTA-East Financial Centre.

Barb is passionate about Continuing Education in the financial services industry. Barb and her husband are involved in volunteering in their local community on a monthly basis. They are avid organic gardeners, and enjoy spending quality time with their family.

Nicole Barry, ACS, AIAA, ALMI
Sales Support Manager
Freedom 55 Financial - GTA East
Nicole Barry

Nicole joined our organization in 2003 after working in the rapidly changing telecommunications industry. Her versatility and zest for learning have positioned her well for the roles she has held with Freedom 55 Financial, and currently as the Sales Support Manager in the Peterborough Financial Centre.

Doing meaningful work motivates Nicole and working for a company that is making a positive difference through financial planning and community involvement is very rewarding to her. She and her team are constantly evolving and elevating their operations to adapt to an ever changing business landscape, while putting customers at the centre of what they do.

Nicole is passionate about personal development and she enjoys practicing mindfulness through her love of music, meditation and the outdoors.

Training Manager

Kyle Stables
Training Manager
Freedom 55 Financial - GTA East
Kyle Stables

Kyle started with Freedom 55 Financial as a Financial Security Advisor in 2016 at the GTA North Financial Center (Markham). He was then promoted in 2018 to the role of Training Manager in the GTA East Financial Center.

Kyle is passionate about working with new advisors to help them garner the knowledge they need to create meaningful financial plans for clients. He mentors them daily to develop best practices for their business. Kyle believes it is important for new advisors to network with senior advisors and learn from their experiences and most critical to be self-driven in order to be successful. He is married with two kids and enjoys spending time with them outdoors.

Directors

Chris Hudson, CFP, CLU, CHS
Director, Practice Development
Certified Financial Planner
Freedom 55 Financial - Pickering
Chris Hudson |Freedom 55 Financial - Peterborough

Chris began his career as a Financial Security Advisor with Freedom 55 Financial in 1997 after spending a number of years in media sales and management. Chris moved to a Director role in 2001 working with new Financial Security Advisors coaching and mentoring them to success. In 2006 he moved into a new role as a Director, Practice Development responsible for working with our established advisors coaching and helping them to grow their businesses, incorporating their practices and growing their organizations. Chris is also responsible for attracting and hiring new talent to Freedom 55 Financial and creating succession and partnering opportunities for our established advisors.

Chris has also been involved in a number of community and industry volunteer positions including local service and charitable groups as well as industry organizations such as Advocis, The Financial Advisors Association of Canada, both on a local chapter level as well as national level.

Chris holds several industry designations including CFP, CLU and CHS.

Chris is located in our Pickering branch of GTA East and has lived in the Durham Region all of his life. He currently lives in Bowmanville with his spouse Lisa and has 2 daughters, one who is also a Financial Security Advisor with Freedom 55 Financial.

Craig MacTavish, CHS
Director, Practice Development
Certified Health Insurance Specialist
Freedom 55 Financial - Pickering
Craig MacTavish | Freedom 55 Financial - Pickering

Craig began his career as a financial security advisor with Freedom 55 Financial after graduating from the University of Western Ontario in 1993. Since that time he has held numerous roles within the organization in sales management, product wholesaling and advisor practice development. Craig has also been involved in a number of community and industry volunteer positions including local food banks, GTHL hockey and Advocis.

Currently as Director, Practice Development for Freedom 55 Financial, Craig partners with experienced financial security advisors focusing on advisors’ practice development. He is also responsible for the sourcing and recruiting of qualified candidates to the role of financial security advisor.

Craig lives in Markham with his wife and two children.

Dave Roche
Director, Practice Development
Freedom 55 Financial - Peterborough
Dave Roche | Freedom 55 Financial - Peterborough

Dave started as a Financial Security Advisor with Freedom 55 Financial in 2005 after a 10 year career as a professional hockey player in the NHL and AHL. With his passion for helping others achieve success and team mindset, Dave has enjoyed this career as it has given him the ability to give back in Peterborough, Ennismore and Lindsay communities, both in charity events and local minor hockey.

Currently as a Director of Practice Development, Dave works with established advisors to grow their businesses with exceptional client service and support. He is also responsible for sourcing and recruiting qualified candidates to the role of Financial Security Advisor.

Dave lives in Peterborough with his wife and two children.

Mark W. Donaldson
Director, Advisor Experience
Freedom 55 Financial - Pickering
Mark W. Donaldson | Freedom 55 Financial |Pickering

Mark comes to the GTA East Financial Centre after 4 years as a Financial Security Advisor with Freedom 55 Financial. London Life and Freedom 55 Financial are a family affair for Mark, a proud 3rd generation manager in the company. Prior to his career at London Life, Mark was a PGA of Canada golf professional who taught in Markham Ontario for 10 years. He enjoys the game more than ever now that it’s a hobby instead of a job.

Mark is passionate about the success of advisors in the GTA East Financial Centre and is always interested in speaking to the next advisor about a career with Freedom 55 Financial.

Eric Feigin-Lubomirski, CFP, CLU, CHS, PFP
Director, Advisor Experience
Certified Financial Planner
Freedom 55 Financial - Pickering
Eric Feigin-Lubomirski | Freedom 55 Financial - Pickering

After completing his Honours BA in Political Science at York University, Eric joined the company in 2008 as a Financial Security Advisor. A sheet of knowledge through continuing education, Eric's designations include CFP, CHS, CLU and PFP. In 2010, Eric moved into a new role as a New Advisor Training Manager where he enjoyed improving the knowledge and skills of the advisors throughout their initial development as well as weekly training sessions. Currently, Eric specializes in working with new advisors coming in to the business as a Director, Advisor Experience, in developing and training skill to ensure the best quality advice and processes make it to our clients.

Eric believes that a career as a Financial Security Advisor provides a great opportunity for new advisors to improve their personal financial plan while making a profound difference in the lives of clients through adequate financial planning. Eric feels that the most successful advisors truly understand how to invest in themselves and their business while staying positive and determined in adding value for their clients.

Eric is married to his wife Anna. Together they have two incredible boys, Eli and Lucas. He most enjoys being a dad and spending time with his family, but is also an avid sports fan and particularly enjoys playing and following tennis. He secretly dreams his boys will be the next Federer and Nadal (but no pressure).

Jarrett Robertson
Director, Advisor Experience
Freedom 55 Financial - Pickering
Jarrett Robertson | Freedom 55 Financial - Pickering

I grew up in Kingston, Ontario where hockey was my ultimate dream. I was extremely fortunate that my talent and hard work earned me a scholarship to the Ivy League where I played hockey for the Brown University Bears. After graduating in 2006, before transitioning into the financial services industry, I spent two and half years playing semi-pro hockey throughout the U.S trying to make the big leagues. Currently I live in the Toronto area with my wife and son.

I love what I do, it’s not work. I love helping people, their families and their businesses. My “job” is to speak with as many people as possible, learn about their unique situation, learn about their goals, help identify their risks (if there are any) and provide efficient, practical, reasonable and achievable solutions.

My purpose is to help others by educating and providing professional counsel in my area of expertise. I help motivate people by always looking for a solution on how to achieve success or solve a problem and always being positive. Life is not too short but life is extremely valuable.

Emily Groves
Director, Advisor Experience
Freedom 55 Financial - GTA East
Emily Groves | Freedom 55 Financial - GTA East

After graduating with a Bachelor of Psychology from McMaster University, Emily joined Freedom 55 Financial as a Financial Security Advisor. After building a successful financial practice, Emily transitioned into the role of Training Manager. In this role, she was happy to use her experience to ensure that new advisors had a fast start to success, and that established advisors stayed up to date and current in the industry. Emily was then promoted to the role of Director, Advisor Experience where she continues to motivate, coach and support the advisors on her team.

In her spare time Emily enjoys competing in bass fishing tournaments with her husband Jamie and spending time with their daughter. Emily is also a strong believer in continuing education and is a FPSC Level 1 Certificant in Financial Planning.

Financial Security Advisors - Peterborough

Marcia Atkinson
Financial Security Advisor
Investment Representative
Marcia Atkinson | Freedom 55 Financial | Peterborough ON
Zachery Barr
Financial Security Advisor
Investment Advisor
Zach Barr | Financial Security Advisor | Peterbourough
Phil Basciano, CHS
Financial Security Advisor
Investment Representative
Phil Basciano | Freedom 55 Financial | Peterborough ON
Joanne Bedard
Financial Security Advisor
Investment Representative
Alana Burton
Financial Security Advisor
Investment Representative
Alana Burton |  Financial Security Advisor | Peterbourough
Stephen Cragg
Financial Security Advisor
Investment Representative
Stephen Cragg | Freedom 55 Financial | Durham ON
Tim Dalliday, BA
Financial Security Advisor
Investment Representative
Tim Dalliday | Freedom 55 Financial | Peterborough ON
Dave DiBella, FSA
Financial Security Advisor
Investment Representative
David DiBella | Freedom 55 Financial | Peterborough ON
Daniel Dugan, HBA, PFP, ACS, ALMI, FCSI
Financial Security Advisor
Investment Representative
Daniel Dugas | Freedom 55 Financial | Peterborough ON
David R. Edgerton, CLU, CH.F.C.
Financial Security Advisor
Chartered Financial Consultant
Chartered Life Underwriter
Investment Representative
Brian Edmiston, BA
Financial Security Advisor
Investment Representative
Brian Edmiston | Freedom 55 Financial | Peterborough ON
Mike English, CFP@reg, CHS
CERTIFIED FINANCIAL PLANNER®
Certified Health Insurance Specialist
Investment Representative
Mike English | Freedom 55 Financial | Peterborough ON
Shawn Flannigan, CHS
Financial Security Advisor
Certified Health Insurance Specialist
Investment Representative
Shawn Flannigan | Freedom 55 Financial | Peterborough ON
Paul Forget, CFP®, CHS
CERTIFIED FINANCIAL PLANNER®
Certified Health Insurance Specialist
Investment Representative
Paul Forget | Freedom 55 Financial - Peterborough
Nancy French
Financial Security Advisor
Investment Representative
Nancy French | Freedom 55 Financial | Peterborough ON
Larry Gillman
Financial Security Advisor
Investment Representative
Larry Gillman | Freedom 55 Financial | Peterborough ON
Barbara Hnatiak, FSA
Financial Security Advisor
Investment Representative
Barbara Hnatiak | Freedom 55 Financial | Peterborough ON
Brian Horton, B.Admin, CFP, CSP, CHS, EPC
Certified Financial Planner
Elder Planning Specialist
Investment Representative
Brian Horton | Freedom 55 Financial | Peterborough ON
Ron King, CFP, CLU, RHU
Certified Financial Planner
Investment Representative
Ron King | Freedom 55 Financial | Peterborough ON
Tim Lew, FPSC Level 1®, CHS
Financial Security Advisor
Investment Advisor
Tim Lew | Freedom 55 Financial | Peterborough ON
Mike Rupnow
Financial Security Advisor
Investment Representative
Mike Rupnow | Freedom 55 Financial | Peterborough ON
Judy Ruttle, CFP
Certified Financial Planner
Investment Representative
Judy Ruttle | Freedom 55 Financial | Peterborough ON
John Semlitch
Financial Security Advisor
Investment Representative
John Semlitch | Freedom 55 Financial | Peterborough ON
Linda Stephens, B.A., CFP, CPB
Certified Financial Planner
Investment Representative
Linda Stephens | Freedom 55 Financial | Peterborough ON
Richard Yaworski, C.I.M. P.Mgr
Financial Security Advisor
Investment Representative
Richard Yaworski | Freedom 55 Financial | Peterborough ON

Financial Security Advisors - Durham A-M

Deborah Aguirre
Financial Security Advisor
Investment Advisor
Deborah Aguirre
Walley Allen
Financial Security Advisor
Investment Representative
Bala Balasundaram
Financial Security Advisor
Investment Advisor
Bala Balasundaram
Greg Bennett, CHS
Financial Security Advisor
Investment Representative
Greg Bennett | Freedom 55 Financial | Durham ON
David Brown
Financial Security Advisor
Investment Representative
David Brown | Freedom 55 Financial | Pickering ON
Ash Chitrala
Financial Security Advisor
Investment Advisor
Ash Chitrala
Rino Cipparrone, CFP, CLU, CHS
Certified Financial Planner
Investment Representative
Rino Cipparrone| Freedom 55 Financial | Durham ON
Steve Code, CHS
Financial Security Advisor
Investment Representative
Steve Code
Peter Corringham
Financial Security Advisor
Investment Advisor
Peter Corringham
Vincent Cottone, BA, EPC
Financial Security Advisor
Elder Planning Counsellor
Investment Representative
Sfero Financial Group Wealth and Risk Management Inc
Vincent Cottone
Troy Darbyson
Financial Security Advisor
Investment Representative
Courtney Davis
Financial Security Advisor
Investment Representative
Courtney Davis | GTA East | Durham
Vince Della Pia, CLU, CHS
Financial Security Advisor
Investment Representative
Peter Drum, B.A., CFP, CLU, CHS, EPC
Financial Security Advisor
Investment Advisor
Peter Drum
Bruce Gibson
Financial Security Advisor
Investment Representative
Bruce Gibson | Freedom 55 Financial | Durham ON
Andrew Gooden, B.Sc., FCIA, CFP
Certified Financial Planner
Investment Representative
Andrew Gooden | Freedom 55 Financial | Durham ON
Virendra K. Goyal, M.Sc., CHS
Financial Security Advisor
Certified Health Insurance Specialist
Investment Advisor
Virendra Goyal
Daryle Gray
Financial Security Advisor
Investment Representative
Daryle Gray | Freedom 55 Financial | Durham ON
John Harrington
Financial Security Advisor
Investment Advisor
John Harrington
Bruce Heggie, CLU
Financial Security Advisor
Investment Representative
Bruce Heggie | Freedom 55 Financial | Durham ON
Dwight Hickson
Financial Security Advisor
Investment Representative
Dwight Hickson | Freedom 55 Financial | Peterborough ON
Blair Hogg
Financial Security Advisor
Investment Advisor
Blair Hogg
Brittany Hudson, BSc.
Financial Security Advisor
Investment Representative
Sylvester Hunte
Financial Security Advisor
Investment Representative
AJ James, MBA
Financial Security Advisor
Investment Representative
AJ James | Freedom 55 Financial | Pickering ON
Christopher James
Financial Security Advisor
Investment Advisor
Christopher James
Ed Jermakowicz, B.Sc.
Financial Security Advisor
Investment Representative
Edward Jermakowicz
Michael Kelly, B.A.
Financial Security Advisor
Investment Advisor
Michael Kelly
Mike Kelly
Financial Security Advisor
Investment Representative
Q & L Financial Services Inc
Mike Kelly | Freedom 55 Financial | Durham ON
Brian Kiely
Financial Security Advisor
Investment Advisor
Brian Kiely
Peter Killam
Financial Security Advisor
Investment Representative
Peter Killam | Freedom 55 Financial | Durham ON
Philip Lewis
Financial Security Advisor
Investment Representative
Karen McCarrol
Financial Security Advisor
Investment Advisor
Karen McCarrol
Jason Min, B.Comm (Hons)
Financial Security Advisor
Investment Representative
Jason Min | Freedom 55 Financial | Durham ON
Cheryce Mullings
Financial Security Advisor
Investment Representative
Cheryce Mullings
Sean Murphy, LLQP
Financial Security Advisor
Investment Representative
Sean Murphy

Financial Security Advisors - Durham N-Z

Chris Nolan
Financial Security Advisor
Investment Representative
Tony Odaimi, CLU, CH.F.C.
Financial Security Advisor
Chartered Life Underwriter
Chartered Financial Consultant
Investment Advisor
Tony Odaimi
Gerry O'Hare
Financial Security Advisor
Investment Advisor
Gerry O'Hare
Tony Oliver
Financial Security Advisor
Investment Advisor
Tony Oliver
Warren Persaud, CHS
Financial Security Advisor
Investment Representative
John Raouph, CFP, CLU, CHS
Certified Financial Planner
Investment Representative
John Raouph | Freedom 55 Financial | Durham ON
Laura Reid
Financial Security Advisor
Investment Representative
Terasa Robb
Financial Security Advisor
Investment Representative
Terasa Robb | Freedom 55 Financial Durman
Tim Rochacewich, B.Comm., CLU, CFP, CH.F.C.
Certified Financial Planner
Investment Representative
Tim Rochacewich | Freedom 55 Financial | Durham ON
Charlene Rochester
Financial Security Advisor
Investment Representative
Charlene Rochester
Jag Singh
Financial Security Advisor
Investment Advisor
Jag Singh
Ryan Smith
Financial Security Advisor
Investment Advisor
James Stock
Financial Security Advisor
Investment Representative
James Stock
Christopher Stoyko
Financial Security Advisor
Investment Representative
Christopher Stoyko | Freedom 55 Financial | Durham ON
Mishu Vellani
Financial Security Advisor
Investment Representative
Mishu Vellani | Freedom 55 Financial |Pickering ON
George S. Wilkinson
Financial Security Advisor
Investment Representative
Angel Xu, B.Mgt
Financial Security Advisor
Investment Representative
Angel Xu
Daniel Zanzonico
Financial Security Advisor
Investment Advisor
Daniel Zanzonico
David Zaroda
Financial Security Advisor
Investment Advisor
David Zarota | Freedom 55 Financial Durham

Supported by a team of experts

When specialized expertise is required, we have access through Freedom 55 Financial to a team of professionals in tax, law, accounting, investments, insurance, group benefits, mortgages, and financial security planning.

Anastasia Genesis
Mortgage Planning Specialist
London Life Insurance Company
Anastasia Genesis | Product Solutions Centre