Janis Bellman, B.Comm. (Hons)

Financial Security Advisor
Investment Representative

Serving takes understanding. I listen first – talk later.

I take the time to really understand your current situation and the future you envision. A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Whether you’ve been left out of the conversation in the past or are simply seeking to improve your approach, I believe in bringing you objective, considered and informed direction.

 

I care.

Deep understanding comes through genuine listening, asking thoughtful and probing questions, and having a genuine concern for your well-being. We will build a strong relationship that ensures we successfully navigate the future together. I provide sound, patient guidance so that you can make healthy financial decisions.

 

I do what I say I will do.

With years of business management, consulting and life experience, I bring a level of business acumen, skills, resources and passion to the relationship. My commitment to professionalism and the cooperative development of unique, personal goals and strategies forms the foundation of your financial plan.

 

With a desire to educate, my goal is to help you achieve peace of mind, a renewed commitment to your goals, increased savings and security, and a clearer picture of where you are, where you want to go and the roadmap to get you there.

 

Prior to joining Freedom 55 Financial my career was spent in the entertainment, manufacturing, consulting and financial services fields, helping both individuals and companies grow and prosper. Today I help people plan and implement a comprehensive financial plan to live a financially secure life. 

 

Married and mother of 2, I spend my downtime creating woodland gardens, encaustic paintings and mosaic art objects.

 

If you have questions about your plan or about specific financial products, contact me. We’ll set up a time to meet (virtually for now) to review your needs and address any questions you may have. Contact me today.

Recent posts

Do you need individual health insurance?

Apr 01, 2021 - Freedom 55 Financial

Many Canadians have group health insurance through their employer. But if you’re retired, self-employed, employed on contract or are between jobs, you may want to explore individual health insurance....

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Focusing on personal investments is crucial for small business owners

Mar 27, 2021 - Freedom 55 Financial

If you’re a small business owner, you’ve likely been challenged in ways like never before due to the global pandemic...

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How to make an impact with strategic charitable donations

Mar 15, 2021 - Freedom 55 Financial

Charitable giving is good for you and good for your community – but can strategic charitable giving also be good for your financial plan?...

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