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  • How We Work 
    • Life Stages
    • Four Cornerstones
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  • We understand your goals and dreams are as individual as you are

     

     

  • We understand your goals and dreams are as individual as you are

     

     

  • We understand your goals and dreams are as individual as you are

     

     

   

How We Work?

Financial security planning is about more than planning for retirement or protecting yourself against risk – it is about making dreams come true.

We are focused on helping you achieve freedom and choice at all stages of life. To do this, we use a unique planning process, which is based on the four cornerstones of financial security. It is a process designed to help you:

  • Better understand what financial security means to you by reviewing your current situation and defining goals
  • Identify and discuss any roadblocks to achieving your goals and analyse your situation
  • Identify any gaps and build a plan to help you achieve your short- and long-term goals and dreams
  • Review and monitor your financial security plan regularly to help ensure it continues to meet your changing needs

 

Life Stages

Your needs as an individual or business owner shift depending on your stage of life. We’ll consider the following when developing your financial security.

Learn More

 

Four Cornerstones

A sound financial security plan should protect you against uncontrollable events such as disabilities or death, while helping you plan for controllable events such as buying a new home and retiring comfortably.

Learn More

PRODUCTS & SERVICES

Financial products and services should address specific needs in your financial security plan – whether it is to help fund your child's education, build a successful business or retire comfortably.

We have access to a broad range of insurance, investment and retirement income products to help meet your individual and business needs and goals.

 

For Businesses

Financial products and services should address specific needs in your financial security plan – whether it is to help fund your child's education, build a successful business or retire comfortably.

 

For Individuals

We have access to a broad range of insurance, investment and retirement income products to help meet your individual and business needs and goals.

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Our Team

Learn more about our amazing team of professionals.

Tim Morrison, B.B.A., CFP

President

Financial Planner, Wealth Strategies

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Tim Morrison, B.B.A., CFP

Phone: 855-595-4396

Email: tmorrison@hfwm.ca

Assistant: Debbie McCutcheon

Bio

Brad Sawyer, EPC

Financial Security Advisor, Wealth Strategies

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Brad Sawyer, EPC

Phone: 888-209-3650 Ext. 4273

Email: bsawyer@hfwm.ca

Assistant: Tina Jones

       

Bio

Gino Paolone

Financial Security Advisor, Wealth Strategies

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Gino Paolone

Phone: 888-209-3650 ext. 4244

Email: gpaolone@hfwm.ca

Bio

Don Pozojevic

Financial Security Advisor

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Don Pozojevic

Phone: 888-209-3650 ext. 4270

Email: dpozojevic@hfwm.ca

Bio

Gary Trickett, B.A., CLU

Financial Security Advisor, Wealth Strategies

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Gary Trickett, B.A., CLU

Phone: 888-209-3650 ext.4271

Email: gtrickett@hfwm.ca

Bio

Robb Cranbury

Financial Security Advisor, Wealth Strategies

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Robb Cranbury

Phone: 888-209-3650 ext. 4308

Email: rcranbury@hfwm.ca

Assistant: Emily Salverda

Bio

Vanessa Morrison, M.B.A.

Operations Manager

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Vanessa Morrison, M.B.A.

Toll Free: (855) 595-4396

Email: vmorrison@hfwm.ca

Bio

Debbie McCutcheon

Marketing/Relations Assistant

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Debbie McCutcheon

Phone: (855)-595-4396

Email: dmccutcheon@hfwm.ca

Bio

Wendy Carriere

Administrative/Relations Assistant

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Wendy Carriere

Phone: 905-988-0400

Email: wcarriere@hfwm.ca

Bio

Tina Jones

Administrative Associate

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Tina Jones

Phone: 888-209-3650 ext. 4229

Email: tina.jones@f55f.com

Bio

Emily Salverda

Marketing/Administrative Associate

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Emily Salverda

Phone: 833-233-1394

Email: emily.salverda@f55f.com

Bio

Resources

 

 

Newsletter

 

Monthly Investment Commentary

 

Tools and Calculators

 

Related links

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 1 (855) 595-HFWM (4396)

Email: inquiry@hfwm.ca*

Suite 200, 20 Corporate Park Drive , St. Catharines, Ontario L2S 3W2

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Representing Freedom 55 Financial, a division of The Canada Life Assurance Company.

 

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