Roy Freeborn and Sheree Offord
403-238-0238
rfreeborn@experiorfinancial.ca
rfreeborn.experiorfinancial.com
Roy and Sheree provide small to medium businesses and individuals with customized services to meet their own specific financial goals and security needs. As Licensed Financial Associates with Experior Financial Group, Roy and Sheree serve the Province of Alberta.
Who is Roy Freeborn?
Roy is a member of the Better Business Bureau and has been in the financial sector for over 30 years. He has held many roles including Director of Finance / Banking / Insurance & Administration for the Alberta Vocational College (now Bow Valley College), and Financial Officer for a federal government department representing 43 Indigenous nations located throughout Alberta. He has been a founding member of various charities and associations.
For more information, please check out Roy’s website: www.rfreeborn.experiorfinancial.com
Who is Sheree Offord?
Sheree has been an accountant for a local retailer, manager for a heritage development company, and had a tax season with Revenue Canada. She now works to help educate and assist those looking to make their Finance / Banking / Insurances work better for them. Sheree is also the proud niece of her “Dear Old Uncle Roy.”
Why Choose Roy and Sheree, and What Can They Do for You?
Roy and Sheree provide many services that are unique to each situation. Not all clients are the same, so Roy and Sheree never use a cookie-cutter approach—your plan is tailored to your needs and goals. A proven evaluation system is used to identify strategies that assist you in enhancing your financial position. A combination of Investments, Pension Plans, Life Insurance, Critical Illness, Disability Insurance, and Employee Benefits are used to make sure all your bases are covered.
Who is Experior Financial Group?
Experior Financial Group (www.experiorfinancial.com) is a North American company with a combined 30+ years in the financial services industry serving customers across Canada and the USA. They take the best of the captive companies and the best of the broker world to create a genuinely unique Managing General Agency (MGA) for both their clients and agents.
Experior works with companies like Beneva, Edge Benefits, Fidelity, IA Clarington, Manulife, and TD Asset Management, to name just a few. Representatives receive a high level of training, ongoing support, and mentoring from hands-on Executive Leaders, ensuring that financial services clients receive superior solutions.
In keeping with Experior’s tag line, Roy and Sheree “Put Clients Over Profits.”
Get started with Roy & Sheree Today!