Janis Bellman, CFP®

Financial Planner
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.

You can achieve 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 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.

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.

Contact me today to learn more

Messages récents

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mars 28, 2024 - Canada vie

Soutenir ses parents sur le plan financier est de plus en plus courant en raison d’un montant d’épargne-retraite insuffisant et du fait que les parents épuisent leurs économies de leur vivant. Combiner le recours aux programmes d’aide gouvernementale...

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Comment concilier votre carrière et vos responsabilités de proche aidant 

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Si vous cherchez à concilier votre vie professionnelle et la prestation de soins, il est important de demander l’aide de votre employeur ainsi que de votre réseau de soutien à la maison pour obtenir du soutien sur les plans mental, physique et financ...

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