Investment, Insurance, Retirement and Estate Planning
Investment, Insurance, Retirement and Estate Planning
About
Kristen Hamm
B.Comm., CFP®, CLU, Certified Financial Planner, Investment Representative
I began my career as a financial security advisor with Freedom 55 Financial in 2000 after completing my finance degree at the University of Saskatchewan. After three years, I moved into management and held various roles that focused on training, development, recruitment and growth of newer advisors. I finished off my leadership career as the Regional Director for the province of Saskatchewan where I was responsible for the growth and productivity of Freedom 55 Financial in Saskatchewan. I decided to go back to my roots and get back to financial planning and advising full time in 2020 so I could spend more time directly with clients and less time managing people.
I'm currently focused on families and professionals who want wealth, retirement and estate advice to help them save and invest for their futures while also ensuring that they are doing it in a tax efficient manner.
Full financial planning services including:
- Investment services including mutual and segregated funds
- Insurance services including life, disability and critical illness
- Retirement income planning
- Estate planning
