AXIS - Key Persons
"Isabelle joined Freedom 55 Financial in January 2017 and brings a unique and empathetic element to the team. Since joining the industry, she has had a great deal of success helping families and small business owners plan for their financial future and get the sense of security they need.
In 2019 & 2020, Isabelle won the "Atlantic Leader Achievement in Business & Financial Planning" award and in February 2020, she joined the Axis Financial Group as their 3rd Financial Advisor. She loves helping people understand their situation and she regularly goes above and beyond to help them achieve their dreams and goals for today and tomorrow. She has completed her Qualified Associate Financial Planner (QAFP) Designation in early 2021.
Job Titles:
- Certified Financial Planner
Jeremy started his financial planning career in 2015 with Freedom 55 Financial. Over the next two years, he worked hard to build his practiced and strengthen his knowledge in the field of financial planning. In 2017, he joined the firm Axis Financial Group Inc.
Jeremy completed his QAFP, Qualified Associate Financial Planner designation in 2019. QAFP certification demonstrate a financial planner's competence and commitment to the highest ethical standards of responsibility.
Jeremy is known for his honesty, friendly comprehensive approach and always put his client's best interest first. He provides in-depth analysis and customized planning to help you build a financial plan that will meet your financial goals.