Nancy Koebel
Financial Security Advisor
Investment Representative
Member of Advocis
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.
Financial products and services should address specific needs in your financial security plan – whether it is to help fund your child's education, build a successful business or retire comfortably.
We have a great list of resources to help you with your needs.