In 1991, Nancy began her successful financial services career with London Life. Since 2000, as a financial security advisor representing Freedom 55 Financial, she has qualified for the Million Dollar Round Table (MDRT), the premier association of financial professionals world-wide. In 2007, Nancy incorporated her practice as Lyfestyle Financial Inc.
Nancy specializes in providing financial security planning advice to business owners, entrepreneurs, families and individuals.
Community involvement is a vital part of Nancy’s life. She has been involved with the K-W Oktoberfest parade for 28 years, most recently as a director in 2006, and a parade chair 2007-2015. She also volunteered in the 2012 inaugural Manulife LPGA golf tournament and volunteered with this event until 2015. In 2011 Nancy/Lyfestyle Financial Inc. partnered with LaCreme to organize "Passion for Fashion- Women Helping Women" to raise awareness and money for the "Family Violence Project" under Carizon in Kitchener-Waterloo. The program is now with the YW-KW and operates as the Family Relocation Program.
They have a son, Andrew, daughter, Tricia and grandchildren Joshua, Victoria, Grayson, Brooklyn and Eastin.
Darlene joined Lyfestyle Financial Inc. in September 2007 and has completed the Investment Funds Institute of Canada (IFIC) Canadian Investment Funds Course.
She helps Lyfestyle’s financial security advisor provide prompt client service.
In her spare time, Darlene enjoys time with her family and friends, plus walking, baking and reading.
She is a long-time adult member of Girl Guides of Canada, recently receiving her 30-year membership pin, and is active in the programs at her church.
Tricia established her practice in the financial planning industry with London Life in 2009 after spending a year as a marketing associate with Lyfestyle Financial Inc. She continued to be associated with Lyfestyle Financial Inc and in 2016 she merged her practice where she continues to build a relationship of trust and commitment with families and businesses on a multi-generational level.
Tricia is the proud mom if 2 boys, Grayson and Eastin. She is actively involved in the community. Organizer of “Passion for Fashion – Women Helping Women” which raises awareness and money for the “Family Violence Project” under the YWCA in Kitchener- Waterloo. Also, Volunteers with Kitchener-Waterloo Oktoberfest Parade.
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