Freedom 55 Financial

Our team

Senior management

Steve Kennedy, B.A, CHS
Managing Director
Office:
905-276-1177 ext. 522
Cell:
647-993-9082
Fax:
905-276-4010
Steve Kennedy | Freedom 55 Financial | Mississauga ON | Managing Director

Steve joined London Life in 1996. Steve has held numerous strategic leadership positions within the organization, helping shape financial centres from coast to coast.

In June 2008, Steve was appointed regional manager in Cambridge. In 2012, he began to lead the financial centre in Mississauga. “We are focused on providing a unique professional atmosphere that allows the career-changing entrepreneurs to grow their practice and develop personally, while flourishing in financial services.”

Mike Woods, B.Comm, CFP, CLU, CH.F.C., CHS
Regional Director
Office:
416-366-2971 ext. 7330
Cell:
905-464-4470
Mike Woods | Freedom 55 Financial | Mississauga ON

Mike Joined Great-West Life as a wholesaler in 1998, moving over to a Freedom 55 Financial director role in 2003. In 2017, he was appointed regional director leading the Toronto Freedom 55 Financial office in central Toronto.

Since 2013, Mike has served as an honourary chair for the Princess Margaret Cancer Foundation's "Road Hockey to Conquer Cancer." Through the event, and with the help of community partners, our directors, wholesales, staff, advisors, clients and friends, we have participated in two official world records and raised more than $170,000 for cancer research.

Mike’s favourite part of this role is helping attract the right candidate into the company and helping them flourish.

Marella March
Sales Support Manager
Office:
905-276-1177
Fax:
905-276-4010

Marella March is the sales support manager at Freedom 55 Financial in Toronto. Her role is to oversee the day-to-day operations of the region, with a direct focus on hiring, training and development of staff. She's proactively involved in supporting the growth of our financial security advisors and their business requirements.

Since joining the leadership team in Toronto, Marella has strengthened the business partnerships and the operations of the region. She is recognized for her passion for team building, active coaching and mentorship.

Marella has a diploma in business management, including a certification in project management. She dedicates her success to her husband and two beautiful children.

Directors

Stuart Ayers
Director, Advisor Experiance
Office:
905-276-1177
Fax:
905-276-4010

A graduate of Queens University, Stuart joined Freedom 55 Financial as a financial security advisor in 2007, after completing the Certified Financial Planner program at George Brown College in Toronto. As a varsity athlete and coach to elite young athletes thereafter, Stuart has a passion for coaching and developing talent. Stuart has been a director, business development, since 2011, after being appointed new advisor training manager in 2009.

Robert D'Alimonte, B.A., CFP, CHS
Director, Practice Development
Office:
905-276-1177 ext. 376
Cell:
647-280-9930
Fax:
905-276-4010
Robert D'Alimonte | Freedom 55 Financial | Mississauga ON

Rob began his financial planning career with London Life in 1996 as a financial security advisor. In 2005, he was appointed director, business development and began helping advisors start and develop financial business practices. He’s currently a director, practice development, continuing to help successful advisors grow their thriving financial business practices to the next level. Rob is motivated daily by attracting new candidates to our organization and helping financial security advisors turn dreams into realities. Rob is a graduate of York University with a Bachelor of Arts degree and he has earned two prestigious industry designations: the Certified Health Insurance Specialist (CHS) and the Certified Financial Planner (CFP).

Peter Gillespie
Director, Practice Development
Office:
905-276-1177
Fax:
905-276-4010

Pete joined London Life as a financial security advisor in 1992. He enjoyed his time as an advisor, and decided to enter management in the spring of 1999 as a manager of new representative development. He has taken on roles of increasing responsibility and is currently director, practice development in Toronto with a team of more than 40 advisors.

Pete thoroughly enjoys recruiting and introducing the career to potential candidates, as well as consulting with senior advisors to take their practices to greater levels of success. He was actively involved in the development of the economic grower process at Freedom 55 Financial, a fact-finding process designed for younger clients. He is a multiple-time recipient of GAMA’s agency builder awards. Pete is a proud member of Advocis and GAMA, and enjoys learning from fellow leaders, particularly at LAMP, GAMA’s annual leadership conference. He has been a featured speaker at LAMP on the subject of recruiting. He is currently president of the board of directors of GAMA International Canada.

A graduate of the Western University (BA in economics) and York University (MBA), his fondest education memories belong with his high school, Brebeuf College in North York, where he is involved with the alumni association. Pete is active in the community with a number of local charities, and recently passed 200 blood plasma donations with Canadian Blood Services.

Pete enjoys spending time at the cottage and at the farm in Shelter Valley with his beautiful wife Mary, and their two sons, Bob and Tom.

Simon Ioia
Director, Advisor Experience
Office:
905-276-1177 ext. 235
Fax:
905-276-4010
Simon Ioia | Freedom 55 Financial | Mississauga ON

Simon Ioia started with Freedom 55 Financial in Scarborough in December 2011. He joined the organization because he wanted to build a thriving business and because he enjoys helping people. In December 2013, Simon joined the corporate solutions team as a partner and financial security advisor. He holds an honours degree in kinesiology from York University, where he graduated in 2010. Simon’s leadership skills and work ethic stem from over four years with the Canadian Forces Reserve, where he participated in numerous training and field operations across Canada. In his spare time, Simon enjoys an active lifestyle, including cross training, skiing and the occasional round of golf. Simon also volunteers his time with Crown Jewels for Mental Health – an organization that raises money for the Centre for Addiction and Mental Health (CAMH).

Anjali Kochar, B.Sc, MBA
Director, Practice Development
Office:
905-276-1177 ext. 236
Cell:
416-300-8227
Fax:
905-276-4010
Anjali Kochar | Freedom 55 Financial | Mississauga ON

Anjali Kochar has been a professional in the financial services industry for over 17 years. She joined Freedom 55 Financial as a financial security advisor in 2001, and built her practice by helping clients develop financial security plans and achieve their financial goals. In 2007, Anjali accepted the position of director, practice development, managing large teams of experienced advisors. She recruits, coaches and develops her advisors, helping them build their practice.

Anjali holds a bachelors degree in mathematics and a MBA in finance. With her strong commitment to ongoing learning and development, Anjali has also obtained her Certified Health Insurance Specialist designation, and most recently her Certified Financial Planner designation.

Anjali’s passion for entrepreneurship and helping people achieve financial freedom has driven her to be the strong financial services leader she is today.

Timothy McWhinney
Director, Advisor Experience
Office:
905-276-1177
Fax:
905-276-4010

Timothy began his career in 2011 with Freedom 55 Financial as a financial security advisor. After three years of building a successful, client-focused practice, he has transitioned into the role of director, advisor experience. Timothy graduated with honours from York University with a bilingual degree in business economics.

Timothy has put a strong focus on work-life balance. When Timothy isn’t in the office, he enjoys a variety of team sports and getting involved in his community. Timothy is also passionate about travelling and strives to make it an integral aspect of his life. His adventures include trekking through the Himalayas, sailing the coast of Viet Nam and surfing in Costa Rica.

Above all else, building lasting relationships and coaching individuals to achieve their highest career aspirations drive his desire for success.

Bert Pepito
Director, Advisor Experience
Office:
905-276-1177 ext. 496
Cell:
647-808-8063
Toll Free:
1-877-875-0771 ext. 496
Bert Pepito | Director, Advisor Recruitment | Vancouver BC and Mississaugua ON

In 1990, Bert joined London Life in North Vancouver, after leaving his profession in engineering and with no previous background in sales. Bert felt London Life’s training program would give him confidence to reach out and help people and build a career. Bert was invited to the management program in 1992, where he was staff development assistant and then sales staff manager for the next seven years. He was also involved in the new advisor training school in London head office and career introduction to advisors in Taiwan, as part of the expansion strategy in Asia. He’s also helped with advisor transitioning in acquisitions. In 1999, Bert went back to working as an advisor in Vancouver for the next 13 years and grew his practice by creating a book of business with more than 1,000 clients. He moved to Toronto In October 2012 and joined Freedom 55 Financial in Mississauga as a director, business development. His passion is to help financial security advisors achieve career success and develop their business to their personal measure of success. He gets a great deal of satisfaction witnessing the impact he makes on a financial security advisor’s practice.

Tong Ren
Director, Advisor Experience
Office:
905-276-1177 ext. 233
Fax:
905-276-4010
Tong Ren | Freedom 55 Financial | Mississauga ON

Tong Ren received his honours BA in economics from McMaster University and then started working as a marketing specialist in the financial services industry. In 2009, Tong joined Freedom 55 Financial as a financial security advisor. Using his economics background and financial security planning experience, Tong helps clients identify their financial risks and achieve their financial freedom. Over the years, he’s become more involved in his community by helping new immigrants adapt to Canadian society. He enjoys helping fellow financial security advisors reach their full potential and achieve career success.

Supported by a team of experts

The following people are available as resources to Freedom 55 Financial:

Michael Bobkkowicz
Sales Consultant, Wealth Management

Mike joined the organization in 1998 and has performed a number of different roles in a variety of areas during that time. He has continued to progress into roles with increasing responsibilities. Mike has had the benefit of working across multiple business and product lines, providing him with a holistic view of our clients. He holds a BA (honours) degree from York University. He has earned a Fellow, Life Management Institute™ designation from LOMA, an international trade association for the insurance and financial services industry, his license to sell life insurance and has completed the Mutual Funds Dealer Association of Canada (MFDA) designation.

Andrew Borek, B.Comm
Sales Consultant, Wealth Management
Andrew Borek | London Life | Mississauga ON

Andrew holds a bachelor of commerce degree from Ryerson University and has successfully completed courses through the Canadian Securities Institute. He has over 10 years of experience within the financial services industry, working at some of Canada’s largest banks and insurance companies. Andrew joined Great-West Life in August 2015 as a sales consultant focusing on wealth management. He works closely with Freedom 55 Financial security advisors to provide them with any sales and marketing support.

Anthony Cheung, CFA
Sales Consultant, Wealth Management
Anthony Cheung

Anthony joined Great-West Life/London Life in early 2013 and brings at least 10 years of industry experience in the financial services industry. While Anthony initially started as an insurance advisor, his experiences range from working with retail, high-net-worth and institutional investors for various firms to building relationships with advisors at a global fund company, another Canadian insurance company as well as at Great-West Life/London Life. As a CFA charter holder, Anthony also brings exceptional technical expertise when working with advisors to build high value investment solutions to clients.

Emilio DeLuca, B.A., FMA, CFP, CLU, CHS
Regional Sales Manager
Emilio DeLuca

Emilio supports life insurance and living benefits marketing, in the field. He provides insurance knowledge and financial planning knowledge, working closely with advisors, to help ensure optimal insurance solutions for clients. Prior to joining the organization in 2002, Emilio worked for the Bank of Nova Scotia and London Life in different roles. A graduate of Brock University and a long time resident of the GTA, he calls Oakville home, and lives there with his wife and daughter.

Paul Foster
Regional Sales Consultant (Wealth)

Since 1994, Paul has been in the investment and wealth business. Formally a financial security advisor, Paul has a strong history of client development, prospecting and product knowledge. He has responsibility for supporting some of the largest investment blocks of business in the GTA, providing case support, marketing strategies, competitive product information and product solutions.

Charles Hsu
Advance Case Consultant (Life Insurance)

Charles is responsible for helping financial security advisors across the GTA in the “large case” life insurance market. Having been in the insurance business since 1997, Charles provides advanced technical support, case consultation and joint sales appointments, helping advisors work with affluent individuals to create tax-advantaged wealth solutions through the use of permanent life insurance products.

Samantha Johnson, BA, CHS, CEA
Regional Sales Manager, Insurance
Product Solutions Centre, GTA

Samantha Johnson is a life and living benefits insurance specialist who partners with financial advisors to grow their insurance business. Samantha uses a combination of case consultations, client meetings, and strategic training to help advisors increase their insurance sales and win cases. From working with professionals, business owners, mid-market clients and their advisors, Samantha knows how to help advisors recognize insurance opportunities, cross-sell with other lines of business, and best position where insurance fits for each individual client.

Samantha has been working with London Life & Great-West Life since 2010. She holds a degree in Psychology from Queen’s University, CHS & CEA designations, and is currently working towards her CLU.Samantha Johnson is a life and living benefits insurance specialist who partners with financial advisors to grow their insurance business. Samantha uses a combination of case consultations, client meetings, and strategic training to help advisors increase their insurance sales and win cases. From working with professionals, business owners, mid-market clients and their advisors, Samantha knows how to help advisors recognize insurance opportunities, cross-sell with other lines of business, and best position where insurance fits for each individual client.

Samantha has been working with London Life & Great-West Life since 2010. She holds a degree in Psychology from Queen’s University, CHS & CEA designations, and is currently working towards her CLU.

Garrick MacBride
Advance Planning Strategist, Living Benefits

Garrick has been working as an advanced planning strategist for Canada Life since 2013. He has a background in underwriting and sales consulting and is a graduate of Western University, with a BA in political science and government.

Joanna Silaidis
Mortgage Planning Specialist
Office:
905-276-1177 ext. 349

Joanna brings more than six years of valuable experience in residential mortgages and more than 10 years in law and administration. Her primary role is assisting financial security advisors with Freedom 55 Financial in Mississauga with their mortgage business for their clients. She provides product solutions for advisors and mortgage clients as it pertains to pre-approvals, home purchases, transfers or refinancing. She finds it very rewarding to help clients improve their cash flow, pay off their home sooner and plan for their financial security.

Kelvin K.C. Wong, B.A. (Econ), CFA
Private Wealth Counselor
Kelvin K.C. Wong

Kelvin joined London Life in 2012 and has over 10 years of financial industry experience.

Kelvin holds a bachelor of arts degree, specializing in economics, from Simon Fraser University and is a CFA charter holder. As private wealth counsellor, Kelvin is dedicated to providing personalized attention to each qualified individual in a strategic partnership with the client's financial security advisor and investment representative. He offers expert guidance in developing integrated wealth management solutions for high-net-worth families.

Access expert advice on stocks and bonds, and award-winning online trading, through Qtrade in alliance with London Life Insurance Company

Talk to us to find out more, or go to the brokerage services landing page at londonlife.com

Sean MacDonald, CFP, CIM
Securities Specialist, Qtrade advisor
Sean MacDonald | Qtrade Sean MacDonald

Sean is a securities specialist with Qtrade. He works with advisors and their clients in an effort to co-ordinate the clients’ investment strategies, using both individual securities and Investments funds. His expertise helps us give clients the right advice. Entering the industry in 1990 with a degree in finance, Sean earned his Chartered Investment Manager (CIM) designation. After spending the first part of his career as a financial security advisor and mutual fund investment representative, building a large practice, he shifted his focus to developing financial security advisors. His goal is to build great relationships with all the advisors he supports so that the financial security advisors can continue to be their clients’ primary source of advice.Sean is a securities specialist with Qtrade. He works with advisors and their clients in an effort to co-ordinate the clients’ investment strategies, using both individual securities and Investments funds. His expertise helps us give clients the right advice. Entering the industry in 1990 with a degree in finance, Sean earned his Chartered Investment Manager (CIM) designation. After spending the first part of his career as a financial security advisor and mutual fund investment representative, building a large practice, he shifted his focus to developing financial security advisors. His goal is to build great relationships with all the advisors he supports so that the financial security advisors can continue to be their clients’ primary source of advice.