Wendy Cooper, CFP, B.Admin

Certified Financial Planner and Investment Representative

Tammy Richmond, CFP, B.Comm

Certified Financial Planner and Investment Representative

Financial Goals

Retirement by design: a guide to early and alternative retirements

What images float across your mind when you think of retirement? Maybe it’s of days with no fixed schedules, free for you to fill with activities that bring you joy. Perhaps you visualize all the places you’ll visit when you finally have the time. What if there was an opportunity to tick off some of your post-retirement life goals now?

Home is where the heart is – but are you ready to dive into a mortgage?

Well informed buyers should choose the mortgage that best suits their long-term financial goals.

All homeowners dream of burning their mortgage papers after making that final payment. Smart planning and prudent decisions will help make that day arrive sooner than you’d think.

Your Retirement Lifestyle

Preparing for retirement can be a very exciting yet equally daunting affair.  Determining the type of lifestyle you desire, driven by your vision, will remove much of the anxiety associated with anticipating a major change.

The Value of Advice

Did you know that advice from a financial security advisor could help you achieve your financial goals both now and further down the road?

Learn more about the benefits of working with an advisor.


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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.

Insurance products, including segregated fund policies are offered through Soterra Financial Group Ltd., and Wendy Cooper and Tammy Richmond offer mutual funds through Quadrus Investment Services Ltd.

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Representing Freedom 55 Financial, a division of London Life Insurance Company

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