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In 1997, I joined Freedom 55 Financial and Quadrus Investment Services Ltd. as a financial security and investment representative, became a member of Advocis (The Financial Advisors Association of Canada) and I am a Certified Financial Planner (CFP) earned through the Financial Planners Standards Council. In 2008 I also completed and acquired my Certified Health Specialist (CHS) designation.
Business Vision
Don’t wait on your world to change, let’s change it together!
Business Mission
My clients’ interests are placed first and foremost.
Listening to their concerns, dreams and objectives assists me in building a plan that responds to their individual needs. Many of my clients believe and trust in me. With their collaboration and my expertise they are on their way of attaining their goals.
Believing in yourself and believing in me, are two factors needed in helping you reach your goal.
In 1997, I joined Freedom 55 Financial and Quadrus Investment Services Ltd. as a financial security and investment representative, became a member of Advocis (The Financial Advisors Association of Canada) and I am a Certified Financial Planner (CFP) earned through the Financial Planners Standards Council.
To obtain the CFP designation, one must complete an education program, pass a national examination, meet work experience requirements and agree to adhere to a code of ethics.
I received the National Quality Award issued by Advocis (The Financial Advisors Association of Canada) in the year 2001, 2002 and 2003 and have completed several educational programs since joining Freedom 55 Financial, including:
- Financial Planning Education Program
- Jacks Institute Advanced Income Tax Pro 3
- Various courses offered through Advocis (Financial Advisors Association of Canada)
I differentiate myself by my experience and ability to provide effective investment solutions; by being able to personally deliver the highest value with added service, through my commitment to professionalism, ethics and education.
Ongoing professional development, allows me to stay current. As well, access to specialists in the different segments of my business provides me with the training and resources I need for clients with unique situations.
Adam spent four years in the US and graduated in May 2009 from Gannon University in Erie Pennsylvania where he obtained his Bachelor of Science in Business Administration and Finance (B.Sc.F). He was also a member of the Dean’s List and a recipient of the University’s Athletic Scholarship. Adam joined Freedom 55 Financial and Quadrus Investment Services Ltd. in May 2009 as a Financial Security and Investment Representative and in 2010 acquired his Certified Health Specialist (CHS) designation.
Otilia joined Freedom 55 Financial in 2010. She brings with her a wealth of experience in office administration and project management, having worked with several organizations in various industries.
She has recently earned a certificate in Records and Information Management (RIM) from Mohawk College. She is currently enrolled in a program of study through LOMA (Life Office Management Association), to gain a deeper understanding of the insurance industry.
Otilia is a volunteer tutor with the Oakville Literacy Council and is a member of the Oakville Red Cross.
The information on this website is intended for residents of Ontario only.
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Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design, Quadrus Group of Funds and Fusion are trademarks of Quadrus Investment Services Ltd. used with permission by London Life Insurance Company.
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Freedom 55 Financial is a division of London Life Insurance Company
Copyright © 2012 Carlos Tony Maduri. All rights reserved.
