Tailored to you.
Everyone’s goals are different, so let us help you achieve yours.
You deserve great financial advice, and with a combined 70 years of experience, we help hundreds of people all over Ontario achieve their financial goals.
Ever wonder if you’ll have enough to retire? What happens if you die prematurely? What if you get sick or hurt along the way?
You deserve a financial plan as unique as you are. That’s why you get a customized financial plan tailored to your specific needs.
By understanding your goals and dreams, analyzing your situation and identifying gaps, you can rest easy knowing you’re making the best decisions for your future.
Paul & Cathy Testimonial
– Paul & Cathy
Cooper is very personable. He is very knowledgeable and takes his time to explain. His main goal is to educate so that you can make the right decision and also know why it is the right decision.
Cooper is highly knowledgeable, and always goes above and beyond. He answers all my questions in a timely manner, and provides different options and approaches to investing that are reflective on my needs, goals and comfort.
Jim & Lila Testimonial
We are extremely pleased to have found someone whom we feel is giving us solid advice backed by knowledgeable information regarding current market affairs and also tax implications which could affect our portfolio. We feel that he understands where we stand financially right now and were we want to go in preparing for our future.
– Jim & Lila
Partner, Investment RepresentativeEd started his career in the investment and insurance industry with London Life in 1986. He holds both his life and mutual fund license. Ed enjoys the life insurance side of the business as it allows him to help protect families and better prepare for the next generation. Having just passed his 30 year anniversary, it is clear that Ed truly enjoys the business and has no plans on slowing down. Originally from Parry sound, Ed moved to Huntsville with his wife Julie in 1986 where they raised four boys. If he isn’t in the office you can find him boating on Georgian Bay.
Partner, Investment RepresentativeBrent started his career in the investment and insurance industry after leaving the healthcare sector. During his 15 years in healthcare, he transitioned from a primary care clinician to several sector-lead positions. A respected business coach once told Brent “Financial planning is financial planning. Whether it’s in a health sector lead position that you’re used to, or in a client’s place of business or home, planning is planning”. That helped reassure the transition for Brent where he’s enjoyed the meaningful and collaborative relationships that he’s formed with his clients. Originally from Orillia, Brent and his family reside in the Midland area and have so on and off for the past 20 years. He has 3 beautiful girls that keep him busy between their sporting and social events. Time away from the office usually includes connecting with his parent’s just North of Orillia or travelling to races with his brother Mark.
Partner, Investment RepresentativeKelly began his career with 15 years in the pharmaceutical industry building relationships with clients where he earned various honors and awards of excellence. In 1996, Kelly joined London Life and in November 2012, he joined his brother Ed at Unity Group Financial. He continues to enjoy spending time with clients—both families and business owners—and helping them plan for all eventualities. With closer relationships comes a better understanding of a client’s wants and needs and therefore the ability to build an insurance and investment portfolio to reflect this and build for the future. Kelly holds both his Life Insurance and Mutual Funds licenses. Originally from Parry Sound, Kelly and his wife Marlen moved to Orillia in 1996 where they raised their four children. Their family enjoys all outdoor activity, especially boating on Georgian Bay.
B.A., MM, CHS, CEA | General Manager, Investment Representative
Cooper has an undergraduate degree in economics and a Master’s degree in Management and Finance. Cooper uses this skillset to better enhance the overall capacity and service of the business. This allows for the coordination of advisors across regions and allows for exceptional service of all clients by our advisors. Cooper has a passion for the investment side of the business which is evident through his continued education and ambition for improving himself and the firm.
FCSI, CIM, B. Comm | Sales Consultant, Wealth Management, Investment RepresentativeAndrew has worked in the financial services industry since 2008. During this time, Andrew has had the opportunity to support business owners, executives and professionals by delivering customized investment solutions. Andrew is currently working as an investment consultant with Freedom 55 financial security advisors. Previously, Andrew worked at a private equity firm as a marketing manager, responsible for sales in Ontario, British Columbia and Alberta, raising capital with an independent network of financial advisors. Andrew has an extensive knowledge of the High Net-Worth Market and his specialization is in customizing solutions to derive sustainable long term income for retired clients.
Financial Security Advisor & Investment Representative
Grounded by his upbringing in Muskoka and inspired by his father’s long and successful career in investments and insurance, Morgan joins the family business with both life and mutual fund licenses, along with 5 years of work experience that took him across Canada. Morgan is looking forward to leveraging his experience and career goals to help clients build solid financial plans for their futures. Ambitious and goal oriented, Morgan is currently working on his Certified Financial Planner designation.