Meet Our Team of Experts
John Adkins, CFP, CLU
President of Adkins Financial Services Inc., Financial Security Advisor, Investment Representative
Click to read John's Story
John started his career in the financial services industry in June of 1991 after graduating from Fanshawe College with a Business Diploma in Finance. Since joining London Life in 1991 John has been continuously upgrading his education in many different courses. He attained his CLU in 1998, his CFP in 1999 his CH.F.C designation in 2001 and his CHS in 2011. The CLU is Canada’s premier wealth transfer and estate planning designation.
CERTIFIED FINANCIAL PLANNER® certification is the industry gold standard in financial planning. The Chartered Financial Consultant® (ChFC®) program meets the advanced financial planning needs of individuals, professionals and small business owners. The CHS designation is the only Health Insurance focused designation in Canada and gives expertise in all areas of health insurance, including: income replacement, critical illness, long term care, disability and group benefits.
In 2001 John incorporated his practice under the name “Adkins Financial Services Inc” to reflect his family name as his mother and brother joined him at that time. Since 2001 the practice has grown to involve 14 agents and staff.We strive to reflect a family business atmosphere and try and look after our clients like they are family members. In Sept 2010 we moved our office to our current location on 164 Brant Ave, Brantford, Ontario.
Adkins Financial has been involved in numerous sponsorships with such activities as Brantford Minor Hockey, Brantford Church Hockey Association, Brantford City Soccer, Kitchener Soccer, Waterloo Minor Baseball, Brantford Softball, . Adkins Financial has also been involved with the Out of the Cold program, Christmas Baskets, Pregnancy and Resource Centre, and numerous school programs and golf tournaments.
Managing Partner, Financial Security Advisor, Investment Representative
Click to read Jason's Story
Jason Roy has been an active and valuable representative of the London Life/Freedom 55 Financial Team for several years. He is a member in excellent standing of the Canadian Association of Insurance and Financial Advisors, with a special interest in Investment, Retirement and Estate Planning. In his capacity as a financial Security Advisor at Freedom 55 Financial, he welcomes the opportunity to visit clients and discuss with them the many investment options available.
Jason has built an impressive service record, having won many accolades from clients and colleagues alike. Jason’s enthusiasm, integrity and product knowledge has consistently placed him in the top percentile of advisors within the company, nation-wide. He continues to hone his skills to ensure that his clients get the most educated and efficient information in a timely and clear manner. Although his client base has shown tremendous growth, he continues to provide professional, individualized personal attention.
Changing economic times require an advisor who stays in touch not only with the market, but with the clients that market serves. Along with regular professional development which keeps him abreast of the upcoming trends and new developments, Jason offers clients the option of regular portfolio reviews based on their own preferences. This all-around approach to meeting clients’ needs has allowed his business to grow at a remarkable rate. Jason’s high client referral rate is a real indication of “customer satisfaction”—a rare commodity these days.
Jason’s service excellence is the cornerstone of his approach.
Insurance products, including segregated fund policies are offered through Adkins Financial Services Inc. and John Adkins, Jason Roy, Sam Diamond, Derek Barnard, Ian McDaniel, Terry Adkins, Joe Terejko, Anne Crocker and Jody Cleminson offer mutual funds through Quadrus Investment Services Ltd. Quadrus Investment Services Ltd. and design and Quadrus Group of Funds are trademarks of Quadrus Investment Services Ltd. Used with permission.