RetireRite Financial Strategies Inc. was born in 1996, as a way to fully separate my advisor practice from my management role. Building my business under RetireRite means the equity of my practice will be founded on the most trusted names in the financial services industry – London Life, Sun Life, Manulife, to name a few.
At RetireRite, we believe in delivering the highest value with added service and commitment to professionalism, ethics and education. I look for like-minded people to add to the team, and I truly believe that our current team members are as dedicated to our clients as I am. We follow a proven process which includes understanding clients’ goals and current financial position, reviewing their sources of income and savings, developing a confidential, customized retirement investment plan and reviewing and monitoring the plan on an on-going basis.
My passion has always been helping clients as a Financial Planner, which is why I continued to service and support a small block of clients while holding management roles. In 2017, I retired from management to focus on working with my clients on a full-time basis.
I strive to provide my clients with educated advice. I am continually upgrading my skills through membership in the Canadian Association of Insurance and Financial Advisors (CAIFA) and by obtaining professional designations such as: Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (CH.F.C.), Certified Investment Manager (CIM), Financial Management Advisor (FMA) and Chartered Strategic Wealth Professional (CSWP).
I take great pride in being able to help people realize their dreams by encouraging them to continue to see the benefits of their discipline. A good financial coach can keep you excited about your objective and celebrate your successes with you. Over the years my clients have become my friends. I am personally invested in providing transparency, value and the highest quality customer service. Our business has grown solely from existing client referrals, and for that we are truly grateful.
– Tony R. Caron
Elizabeth lives in Midhurst with her husband and two sons.
Gary and his wife Melissa have three grown children, and enjoy travelling and spending time with family.
Ravella joined Freedom 55 Financial in 2017. With her extensive banking and investment experience now coupled with insurance planning, Ravella is truly able to provider her clients with a holistic plan to not only achieve goals but also maintain their lifestyle, even through adversity. Ravella believes that providing her clients information to make an educated decision, charting a strategic plan and executing with diligence are the keys to her clients’ financial success.
Ravella lives in Barrie with her husband and her two children.
Supported by a Team of Experts
When specialized expertise is required, you’re in good hands. We have a team of specialists associated with Freedom 55 Financial that we partner with on tax, law, accounting, investments, insurance, group benefits, mortgages and financial security planning.