Grant B. Page, B.F.A, EPC
Financial Security Advisor
I began my financial services career with London Life Insurance Company in spring of 1997. London Life rebranded its financial security planning organization in 2000 to Freedom 55 Financial. I incorporated my financial services practice in 2003 to Financial Heights Inc.
My focus has always been to establish strong long-term business relationships with my clients, and to provide attentive service. Personalized and customized client service is integral to my business plan as I feel it is what helps differentiate me from the rest of the industry. I make the conscious choice to have fewer clients and spend more quality time with those I’m privileged to work with. I pride myself on returning calls quickly and thoroughly enjoy personally meeting with clients on a regular basis. I surround myself with a strong administration team and when specialized expertise in a specific area is required, through Freedom 55 Financial, I have access to a team of experts.
I have been privileged to qualify and attend the Freedom 55 Financial Excellence conference every year since introduced in 2002. This conference is attended by the top financial advisors in the country within Freedom 55 Financial. I have also qualified and attended all of the Freedom 55 Financial Qualifiers conferences held every second year. These conferences feature tremendous industry speakers allowing me to gain knowledge required to better serve my clients.
Away from business I enjoy spending time with my family. I am an avid Formula 1 racing fan and enjoy traveling and finding rare quiet moments to relax.
Andrew H. Lee, B.Comm (Hons.), CFP, EPC
Upon receiving my Bachelor of Commerce degree at the University of Manitoba in 2000, I began my financial services career with Freedom 55 Financial in 2001. I then joined Financial Heights Inc with its principal, Grant Page, in 2009. I attained the Certified Financial Planner (CFP) designation in 2006 and continue to upgrade my knowledge to help stay on top of our ever-changing industry.
I take pleasure in helping people achieve their dreams and goals by providing individual financial planning solutions customized to their needs. I have developed many solid relationships and believe that is the cornerstone to growing any successful financial planning practice. Together, with my administration team, we aim to deliver the best service possible. When specialized expertise in a specific area is required, through Freedom 55 Financial, I have access to an excellent team of experts.
I enjoy my time with family and friends and try to live an active lifestyle. I am a fan of most sports and support our local teams, the Winnipeg Jets and Blue Bombers.
Janet Morrow, EPC
Financial Security Advisor
With many years of sales and marketing experience under my belt, I joined Freedom 55 Financial in 2011 to mentor under a seasoned advisor. After having built a sizeable client base and gaining strong industry knowledge, in 2015 I joined Financial Heights Inc. to continue to provide professional service in the areas of risk management and financial planning.
Putting together a solid financial plan is an ongoing process – it takes time! I enjoy working in the family market to help my clients identify what their current needs are and what their future needs might be. Life insurance, disability and critical illness insurance, saving for a trip, a child’s education, and retirement are just a few of the areas that tug at our purse strings. I look at all of these to help create a balanced and manageable portfolio, one that can grow and change to reflect my client’s changing needs.
And when families own a business, there are additional considerations and needs. Along with a team of product specialists we look at each client and business scenario, again working strategically to identify and carefully position each piece of the puzzle to build a solid financial plan.
Everyone has a story. . . . . tell me yours!
Marketing Associate to Grant Page and Janet Morrow
Regina joined the Financial Heights team in July 2011. Regina complements our team with her bright personality and professional attitude. Coming from a strong administrative background with a positive approach to our valued clients and their needs, Regina’s presence strengthens our commitment to provide exceptional service and support in all aspects of our organization.
Away from the office Regina enjoys spending time with her family, archery, reading and generally enjoying life.