|Office:||613-748-3455 ext. 522|
In 2008 Jason began his career with Freedom 55 Financial as a Financial Security Advisor. In 2010, he was appointed director, business development, in the Peterborough Financial Centre where he had success developing financial security advisors, building a practice and volunteering in the community.
In January 2015, Jason moved to London Life Head Office in London, ON and was promoted to Assistant Vice-President; Freedom 55 Financial. Jason was responsible for the field management value proposition, new advisor value propositions, field relations and field development departments working closely to implement initiatives focused on development for advisors and field managers. In 2017, Jason was appointed to the role of; Managing Director, Ontario East. He leads and manages the offices and regions in Ottawa, Kingston & surrounding areas.
Jason graduated with his Honours, Bachelor of Commerce Degree from the University of Windsor, attained his Masters Degree in 2006 and he achieved both his CHS and CFP designations in 2014.
|Office:||613-748-3455 ext. 511|
Katiana joined the organization in March of 2014 as the Operations Manager in Outaouais/Abitibi FC and became the Regional Operations Manager in Quebec West in February 2016. Prior to London Life, she was with the National Bank for 10 years. She holds a degree in marketing from Laval.
In her time with us, Katiana has excelled at building relationships and has worked with her team to continue to grow and develop the advisor support program. Her positive approach and genuine care for the region’s people and results are very apparent.
|Office:||613-748-3455 ext. 498|
Amber, who’s originally from Toronto, studied business management at the University of Ottawa. After graduating with an Honours Bachelor of Commerce, she went on to pursue a professional accounting designation before joining Freedom 55 Financial as a financial security advisor. Amber’s background in accounting provides her with a unique perspective when helping individuals and business owners with their financial security planning.
As a training manager, Amber helps financial security advisors understand the planning process and implement effective planning strategies that allow clients to reach their financial goals at all stages of life.
|Office:||613-748-3455 ext. 245|
A former business owner and entrepreneur, Rick Chase brings years of broad experience in sales and marketing leadership, talent acquisition and training, as well as event and travel procurement. Rick has a diverse education background including, Communications, Broadcasting and Accounting. Most recently Rick has held positions with the Province of Ontario for the opening of the new Convention Centre in Ottawa, and Marriott Hotels and Resorts Canada, as a Director of Business Development. Politically engaged, and passionate about business in Ottawa, Rick is the Chair of the West Ottawa Board of Trade, where he has served as a Director since 2003. An active and effective public speaker Rick can often be found giving key note address or seminars on items important to entrepreneurs such as improving Networking skills. Rick and wife Heather, have one child Clara. In his spare time Rick enjoys the outdoors with activities such as boating and fishing.
|Office:||613-748-3455 ext. 137|
Peggy is an Ottawa native who joined London Life in 1983 as a sales representative. She then spent two years in the company’s head office training and recruiting new representatives after which she returned to Ottawa where she was appointed to her current role. She is a past president of the Ottawa Chapter of Advocis. Peggy is also involved in the business community as a life member and past president of the Women's Business Network. She and her husband Nelson have two children, Scott & Elizabeth.
|Office:||613-748-3455 ext. 379|
Spencer graduated from the Television Broadcasting program at Algonquin College. He successfully managed one of the most established coffee shops in the Ottawa area for eight years. Spencer wanted to continue to provide exceptional customer service as well as have an everlasting impact on the lives around him, which led him to a career as a Financial Security Advisor with Freedom 55. Since joining Freedom 55 Spencer has had many success stories and has been an inspiration to people around him displaying leadership qualities which has led him to his new role as Director, Advisor Experience. He’s an avid traveler, enjoys playing hockey, and has a passion for the outdoors.
|Office:||613-748-3455 ext. 112|
Hailing from Moncton, New Brunswick, Michael joined Freedom 55 Financial as a financial security advisor in 2012 after receiving a Masters degree in economics from Dalhousie University.
Prior to his studies at Dalhousie, he lived in British Columbia for six years, completed an undergraduate degree in economics and statistics at the University of Victoria and worked in the provincial public service. Between degrees, Michael partnered to start a food company and opened a restaurant in downtown Victoria. He’s a Certified Financial Planner and is working toward his Chartered Life Underwriter (CLU) designation.
Michael is an all-around sports fan and plays basketball and golf. He and his wife, Chayanika, love to travel and explore the outdoors.
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.