Wayne S. Kobylnik Certified Financial Planner and Investment Representative

Wayne S. Kobylnik Certified Financial Planner and Investment Representative Follow me for tips to achieve your financial security planning goals. [email protected] These 4 cornerstones make up a sound solid financial plan.

Freedom 55 Financial offers a full range of investment and insurance solutions for all areas related to financial security planning, financial security at death, living benefits, retirement and liquidity. Having been in the financial services industry for 27+ years, I have a wealth of experience and knowledge of financial products. In November 1999, I joined London Life; when they rebranded to the

ir financial security planning division Freedom 55 Financial in 2000, I fit right in. At Freedom 55, I work with clients implementing financial strategies to meet their financial goals and objectives. I work to put-in-place a solid financial foundation by incorporating, financial security at death, retirement, liquidity and living benefits. In addition, I use budget planners and a net worth statements as tools of measurement to see the progress of a client’s investment plan on a yearly basis. Lastly, I look to ensure we take advantage of the legal tax benefits in every client’s circumstance, including estate planning. Whether you are looking for assistance with your financial plans or retirement, I can help you plan wisely and safely for your future. Contact me today to setup a meeting, 1-705-728-5551 ext. 282

Some FUN in Athens today. Brakeaway here we come. Finally.
07/17/2023

Some FUN in Athens today. Brakeaway here we come. Finally.

Great day spent in Guelph for my niece Lindsay Pavan’s marriage to Mike Tottenham. Congratulations you two, enjoy your h...
09/25/2022

Great day spent in Guelph for my niece Lindsay Pavan’s marriage to Mike Tottenham. Congratulations you two, enjoy your honeymoon in Costa Rica.

09/07/2018

What’s the ? Working with a financial security advisor can help you reach your goals sooner:

What do the new mortgage interest rate terms and rules mean? We break it down here...
09/04/2018

What do the new mortgage interest rate terms and rules mean? We break it down here...

If you’re thinking about buying a home, gaining a basic understanding of mortgage rules and terminology is a good place to begin. Read more to help you get started.

As a business owner, these questions can help determine what you need when planning for retirement
08/31/2018

As a business owner, these questions can help determine what you need when planning for retirement

A succession plan is important for the health of your retirement and to protect the legacy of the business you worked hard to build.

08/29/2018

RRSP benefits have more advantages than one may think...

On average students owe $37,000 after graduating from post-secondary education. Learn an alternative way to help give th...
08/27/2018

On average students owe $37,000 after graduating from post-secondary education. Learn an alternative way to help give them that step up

Tuition costs can cause anxiety for any family. Learn how using permanent life insurance could help with education costs.

The amount spent varies depending on the degree. Make sure you’re adding textbooks to the budget.
08/24/2018

The amount spent varies depending on the degree. Make sure you’re adding textbooks to the budget.

It can be difficult finding extra money in the budget to invest while raising kids. These tips can help you set money as...
08/22/2018

It can be difficult finding extra money in the budget to invest while raising kids. These tips can help you set money aside for the future

How do you get your head around paying for everything you need to raise your child, and still set aside money for the future?

Being on a shouldn’t mean missing out on the adventure of a lifetime. Here are 6 ways to help save while traveling abr...
08/20/2018

Being on a shouldn’t mean missing out on the adventure of a lifetime. Here are 6 ways to help save while traveling abroad!

At a glance, travel seems very expensive, particularly if it involves flying overseas. But should people on a budget dismiss all the benefits of traveling just because of the cost?

No defined benefit pension plan? Talk to us about how you can integrate securities such as stocks and bonds into your fi...
05/31/2018

No defined benefit pension plan? Talk to us about how you can integrate securities such as stocks and bonds into your financial security plan. This article from the Globe and Mail explains:

The strategy of using low-return, ultra-safe investments, instead of investing in the stock market, has pros and cons

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