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David began his financial services career in 1996 after he graduated with honours in engineering from the University of Toronto. Prior to university, David served four years as a police officer. After graduation, David joined Nesbitt Burns as part of their investment banking team in corporate finance. During the next five years, he earned roles of increasing responsibility as he participated in and lead equity financings, merger and acquisition mandates for the team. He also prepared valuations for Boards of Directors. In 2001, David accepted a new challenge in financial services by joining Freedom 55 Financial. He chose his current role because he's passionate about helping people with their financial health, and about growing our organization by recruiting the right people and helping/coaching other financial security and investment representatives achieve their business goals.

Rob D'Alimonte and Shamali Das

Rob D'Alimonte and Shamali Das ensure our financial security and investment representatives get hands-on training and support in the initial stages of their careers with Freedom 55 Financial and Quadrus Investment Services Ltd. As the new representatives progress, they will be coached to improve their business skills as well as their sales practices. Our team of directors can do this because of their wealth of experience.

Robert earned his BA from York University in 1994. He spent the first two years of his career working for the Ontario Government before entering the financial services industry with London Life in 1996. He left London Life in 1998 to pursue a new role at the Bank of Nova Scotia. In December 2001, he returned to our organization as a financial security advisor where he has built a successful business practice. He made the transition to his current leadership role in 2005.

Emilio Deluca, John Macpherson, John Mackenzie, Pat Tiveron, Ken Kraker (left to right)

John graduated from the University of Manitoba with a B Comm. (Hons) in 1984 and began his financial services career in Toronto, working for five years in the treasurer’s department at Canadian Pacific Limited and 10 years with Woolworth Canada. He then joined CIBC in Mississauga as a small business advisor, providing loan and investment products for small business owners. Eventually, he joined Freedom 55 Financial in Mississauga as a financial security advisor. He soon accepted a leadership role with the organization and now helps financial security advisors with Freedom 55 Financial who want to build their investment business. John and his team provide marketing, sales, process, and planning concepts to financial security advisors as well as case consultation.

Patricia believes in helping clients make the right choices for the right reasons. As a London Life mortgage planning specialist, mortgages are her business and she provides information to allow clients to make the decisions that are right for their families. Patricia’s 11 years as a mortgage planning specialist, has given her experience in all aspects of mortgage transactions including new homes, resale homes, transfers and refinancing of clients mortgages. She is committed to ongoing professional development on the latest mortgage solutions.