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Life Long Planning Group Ltd.

Life Long Planning Group Ltd
1350 Fisher St, Suite 109
North Bay ON P1B 2H1

Phone: 705-472-7790
Fax: 705-494-7845

adam.underwood@f55f.com
kelly.mcquoid@f55f.com

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Life Long Planning Group Ltd.

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  2. Nancy Kirkham, CFP, EPC

Nancy Kirkham, CFP, EPC

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Nancy Kirkham, CFP, EPC

Certified Financial Planner
Investment Representative

Life Long Planning Group Ltd.

In 1994, Nancy joined London Life as a sales representative. In 2000, she became a financial security advisor with Freedom 55 Financial. Nancy has obtained her Elder Planning Counselor (EPC) designation and completed her Certified Financial Planner (CFP) designation in 2010. She joined Life Long Planning Group Ltd. in 2016.

Nancy has been an active member of Advocis (The Financial Advisors Association of Canada) since 1995 and adheres to their high standards of conduct and strict ethical guidelines.

Nancy specializes in providing financial security planning advice to business owners, entrepreneurs, families and individuals. She plays an active role in helping clients achieve their goals and dreams at all stages of life.

Community involvement is a big part of Nancy’s life. She has volunteered for many groups including her church, her children’s schools, the Canadian Cancer Society, the Heart and Stroke Foundation of Canada and the Canadian Lung Association.

Nancy comes from a family of 11 and was born in North Bay, Ont. Nancy is married to James and the couple has two daughters, Stephanie and Katie, and a house full of pets.

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Contact info

North Bay Location
1350 Fisher St, Suite 109
North Bay, ON
P1B 2H1 CA

Office: (705) 472-7790
Adam: Ext. 4287, Kelly: Ext. 4245
Fax: (705) 494-7845

Email: adam.underwood@f55f.com
Email: kelly.mcquoid@f55f.com

Timmins Location
273 Third Ave., Suite 205,
Timmins, ON
P4N 1E2 CA

Office: (705) 531-5555, Ext. 5551
Fax: (705) 531-0055

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