Leah Marinelli
Financial Security Advisor and Investment Representative @Freedom 55 Financial
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WORK HISTORY
Financial Security Advisor and Investment Representative @Freedom 55 Financial
The strength in my belief and commitment in my business is reflected in my ability to maintain focus, discipline, and motivation to impact the financial and emotional quality of life of my clients. I am helping my clients achieve their financial goals and dreams. I am passionate about working with clients in developing a personalized plan that suits your needs. Throughout our lifetime, financial emergencies, health crises, and even premature death are possible, any of which could dramatically impact our lifestyle and goals. I want my clients’ financial security plans to help them withstand these risks regardless of when they might occur.I work with my clients to create a financial security plan that addresses their concerns in four key areas: financial security at death, living benefits, liquidity and retirement. Their financial security plan will be tailored to their needs, risk tolerance and the goals they want to achieve.Specialties Include • Financial Planning• Individual Health and Dental Insurance• Group Insurance • Individual Life and Critical Illness Insurance (some may refer to as Mortgage Insurance)• Payout Annuities, RRSP’s, RIF\'s and LIF’s•Education Planning, RESP•TFSA’s (Tax Free Savings Account) • Group Retirement Plans• Investment (Leverage) Loans (Non-Registered, RRSP • Corporate Life and Critical Illness Insurance• Segregated Fund Policies
EDUCATION
Carleton University
Bachelor of Arts B.A. Hons.
Carleton University
Bachelor's degree
ABOUT LEAH MARINELLI
Experienced Financial Security Advisor with a demonstrated history of working in the financial services industry. Strong finance professional skilled in RESP, Wealth Accumulation, Securities, Segregated Funds, and Disability Insurance.
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