My goal is to build strong relationships with clients and provide them with the knowledge and confidence to achieve their financial goals and dreams.
I believe helping clients achieve their goals takes careful planning. Throughout our lifetime, financial emergencies, health crises, and even premature death are possible, any of which could dramatically impact our lifestyle and goals. I want clients’ financial security plans to help them withstand these risks regardless of when they might occur. I work with clients to create a financial security
05/30/2017
Ontario launches plan to teach high school kids financial skills | Toronto Star Teaching money skills expected to become part of mandatory careers course by fall of 2018. Education Minister Mitzie Hunter to outline plan Thursday.
02/09/2017
Good article explaining how CPP works
Canada Pension Plan The Canada Pension Plan (CPP) is an earnings-related, public pension plan that transfers income from workers to the retired. The CPP covers all Canadian workers except those in Québec who are covered by the parallel Québec Pension Plan (QPP). The Canada Pension Plan Investment Board manages about $3...
01/20/2017
RRSPs and TFSAs - different ways to save - Freedom 55 Financial Learn more about saving with contribution plans, loans and spousal benefits in the second part of our series on RRSPs and TFSAs.
01/17/2017
Some new updates on my website www.andrewtrimmel.ca
There are many calculators to give you an idea of how much your current savings could grow to, how much of a mortgage you might qualify for or how much the mortgage payments might be. Take a look for yourself!
Andrew Trimmel | Financial Security Advisor | Kitchener ON - Home Financial Security Advisors and Investment Representatives with Freedom 55 Financial and Quadrus Investment Services Ltd offer information on investments, mutual funds, and financial security planning.
11/17/2016
Welcome to retirement - Freedom 55 Financial Nearing retirement? This checklist can help you prepare for this exciting transition.
11/15/2016
Critical Uncovered - Disability and critical illness insurance Disability and critical illness insurance: Do you know the difference? Here's a great resource that helps explain.
11/14/2016
Five financial steps for new parents - Freedom 55 Financial New parents face many challenges, including adjustments to their personal finances. Following these five steps can help them manage the change.
10/17/2016
How having children impacts your finances - Freedom 55 Financial Nothing changes a lifestyle – or a budget – like having kids. This guide can help you accommodate the change by outlining several necessary expenses.
10/13/2016
Four major changes to Canada’s housing rules Finance Minister Bill Morneau announced four reforms to address the increase in bigger mortgages amid low interest rates