Freedom 55 Financial

Our team

Senior management

Jason McMahon, B.Comm, M.Sc., CHS, CFP®
Managing Director
Certified Financial Planner®
Certified Health Insurance Specialist
Jason McMahon | Managing Director | Ottawa

In 2008 Jason began his career with Freedom 55 Financial as a Financial Security Advisor, after leaving a career in management at General Motors in Oshawa, ON. After beginning to build a successful practice, Jason was appointed Director, Business Development, two years later, in Peterborough, ON. Jason was able to have great success developing financial security advisors, building his 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 & 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 Certified Financial Planner® and Certified Health Insurance Specialist designations in 2014. Jason has joined the Board of Directors with the Ottawa Senators foundation and actively volunteers in the community and industry, alike.

Training manager

Val St.Germain, CFP®
Training Manager
Val St.Germain

Val is happy to call the Ottawa area home once again for himself, his wife and 3 children. Although born and raised here, he left to pursue academics and athletics at McGill University in Montreal. Upon graduation, he was drafted into the Canadian Football League and embarked on a 14 year playing career, culminating with a Grey Cup win in 2007.

Upon retirement from the CFL, he immediately began his professional career in the financial services industry. Being Mutual Fund and Life Licensed allows him to offer his clients a wide array of wealth and risk management solutions to address all financial planning issues. Additionally, in a constantly changing environment he has made the commitment to an ongoing education plan in order to keep abreast of regulatory and governmental changes to issues concerning your financial well-being. As such he received his Certified Financial Planner® designation in 2011 from the Financial Planning Standards Council.

As a Training Manager, Val is responsible for executing the training initiatives and strategy for the Ottawa Financial Centre, including the Career Accreditation Program, along with training sessions for new, intermediate & advanced concepts and advisor needs.

Directors

Rick Chase
Director, Practice Development
Rick Chase | Director, Practice Development, Ottawa ON

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 Convention Centre in Ottawa, and Marriott Hotels and Resorts Canada, as an Area Director. Politically engaged, and passionate about the cross pollination of charity and business in Ottawa, Rick is the recipient of the Governor Generals Medal for Volunteerism, and is the Past 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. Rick and wife Heather, have two children Clara and Lincoln. In his spare time Rick enjoys the outdoors with activities such as boating and fishing.

Peggy Pratt, CFP®, CLU, CHFC
Director, Practice Development
Certified Financial Planner®
Peggy Pratt, Director Practice Development, Freedom 55 Financial, Ottawa

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.

Sandra Hardie
Director, Advisor Experience
Sandra Hardie, Director, Freedom 55 Financial

Sandra started her career with Freedom 55 Financial in 2015 and has had some impressive accomplishments as a Financial Security Advisor, successfully managing various financial planning projects from conception to completion. She is committed to continuing her education, currently working towards the completion of her CFP®

After graduating in 2007 from Algonquin College of Applied Arts and Technology Small and Medium Enterprise Management program Sandra worked in a management role in the telecom industry.

Sandra was born in Whitehorse, Yukon, moved to Ottawa in 2001, and currently lives in Orleans with her husband and two children. She is an active member of her community, volunteering during her spare time at different fundraising events across the city.

Amber Lau, B.Com (Hons)
Director, Advisor Experience
Amber Lau, Training Manager, Ottawa ON

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 Director, Advisor Experience, 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.

Nadeen Shaaban
Director, Advisor Experience
Investment Representative
Nadeen Shaaban

Ms. Shaaban is an industry veteran and has built a successful advisor practice, specializing in group benefits, insurance planning and corporate tax strategies over the last 10 years. Her most recent role was with SunLife Financial in a management position. Ms. Shaaban has previously spent 3 years in leadership roles, focusing on helping advisors build their business, developing processes for both newer and experienced advisors. She comes with a strong track record of positive, planning-focused results in risk management and wealth accumulation. Her focus is building a team of advisors, working closely with them in their first few years to coach and develop them to success.

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.

Ron Vanasse
Regional Sales Support Manager for the Ontario East region

Ron previously worked in a Federal Crown Corporation, in various management positions with growing responsibility. He has over 20 years of experience in accounting, finance, credit, training, risk management, audit and leading decentralized teams. He enjoys working with people, lead through coaching, strongly believes in building partnerships and working with teams that focus on lasting and meaningful client relationships.