Nancy Kirkham, CFP, EPC

Certified Financial Planner
Member of Advocis since 1994
Freedom 55 Financial


I’m grateful each time clients take the time to recount their positive experiences. Testimonials give prospective clients a sense of the service and professionalism I offer.

What prompted you to seek Nancy’s services? What situation or problem did you need to solve?

Financial problems ie: money from insurance settlement. Very professional, puts you at ease.

Why did you specifically select Nancy for this project?

Friendship of many years; trust. Nancy generates trust from long friendship, support through death of husband; advise re: pensions

What made you believe that Nancy was the best for achieving your desired result?

Nancy is very knowledgeable, find it very useful information

How did you benefit from working with Nancy?

Financial stability & peace of mind

What are the two most significant improvements that have resulted from your work with Nancy?

Continued friendship

What exactly did Nancy do to contribute to the outcome you wanted?

Advice I followed

If a potential client was on the fence about whether to work with Nancy or not, what would you say to them?

I would advise others to seek Nancy’s professional advice and help

Marg Gruzuk

My husband and I contacted Nancy Kirkham because we had questions and concerns about our retirement future.

Knowing Nancy personally; we knew that she was very trustworthy. We found Nancy very knowledgeable and she provided the information and explanations in such a clear, concise and professional manner.

We had no difficulty following her suggestions and gained such a clear understanding of our future requirements and what changes were required to maintain our current lifestyle.

Throughout this process, information was provided to us that, if handled differently, would have impacted Nancy’s bottom line and not ours. Nancy was very honest and made sure our decisions were based on our investments and future requirements.

Since working with Nancy we have watched our retirement fund grow. I know that when it is my turn to retire, I can do so knowing we have taken care of our needs. Recently, my husband has also been able to comfortably make his decision to retire.

Nancy was able to remove all our fears and misconceptions regarding our finances and retirement plans. We have, and will continue, to recommend Nancy as a financial planner and advisor to our friends and family.

Thank you so much Nancy.

Rick & Cathy

Thank you for the special things you’ve done for me.

Thank you for the special things you’ve done for me. Your hard work in preparing my portfolio has been outstanding. Just wanted to let you know your thoughtfulness has been appreciated. Will talk soon!

Geraldine Roveda