Rick Doucette, B. Mgt, CFP, EPC
(250) 763-1114 ext. 247
Rick Doucette - Freedom 55 Financial Kelowna BC

Your Financial Security

Cut the cost of your life insurance without sacrificing coverage

Term life insurance is an affordable, cost-effective way to acquire life insurance.

If you currently own a term 10-year policy, and need coverage for a longer period, that coverage can become even more affordable by converting your term 10-year policy or riders to a new term 20-year policy. Read More

Staying out of the market puts financial goals at risk

If you’ve decided you’re better off staying out of the markets, you’re not alone. Many investors still feel uncertain with the after-effects of the economic downturn, and they’re concerned about their savings being diminished. It’s a valid concern, especially when headlines today continually remind us how risky investing can be.

However, staying out of the market creates its own risks.

Many investors still have money in either cash or cashable short-term investments like money market funds, guaranteed investment certificates (GICs), and low-interest rate bank accounts. Read More

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