A Personal Financial Planner (PFP) and Registered Retirement Consultant (RRC), with over 25 years in financial planning Philip has the education and experience to help clients develop a roadmap for their financial future.

Philip has a passion for building long-term relationships with clients, working with them to help discover their needs, dreams and goals at every life stage. Building clients a relevant and comprehensive strategy to help achieve their goals and celebrating the success along the way.

With Philip, clients can expect to receive ongoing comprehensive financial planning advice with a specialized focus on retirement & estate planning, debt & cash management, and elder care services.

Philip will work with you to develop your comprehensive lifespring® financial plan, a blueprint for building and maintaining a strong financial foundation. The plan will integrate all aspects of your financial picture: investments and estate planning as well as your business banking (if applicable).

Learn more about the value of working with a financial advisor.