Phillips Financial Group
(1)
(1)
After working as an equity trader for over 25 years, I now share my wealth of investment knowledge with my clients! My services and advice are free! I only earn commission from the companies I recommend for you!
1 customer review
Patrick McGuinty
Financial Advisors
Gerry took the time needed to understand my financial goals. I highly recommend his expertise.
Reply from Phillips Financial Group
Thank you Patrick. It is my pleasure to work with you and help you with your finances for the short term as well as the long term!
Kari Wood
Gerry is phenomenal to interact with. Year of experience. Word of mouth referral sincerely appreciated and so much gained from years of experience. Passionate about what he does and how he does it. If you are on the hunt for a genuine advisor, check out Phillips Financial Group. Gerry Phillips is a wonderful connection to have. More...
Reviewed on Facebook
What do you love most about your job?
Helping young families avoid the financial pitfalls that most of us have experienced in our lifetime.
What inspired you to start your own business?
I was inspired by the clients that I helped! I was not sure I was in the right business but once I got started, I knew this was what I was meant to do!
Why should our clients choose you?
I speak in plain language and try to make sure you understand everything I am doing for you to avoid confusion and mistakes.
Can you provide your services online or remotely? If so, please add details.
I am able to process everything I do online but I do enjoy face to face meetings, for at least one meeting, if possible.
What changes have you made to keep your customers safe from Covid-19?
I hold my meetings on Zoom if in person is not available or uncomfortable for my clients.
Financial Advice
Advice for your RRSP, TFSA, RESP and unregistered accounts.
Personal Insurance including Life, Critical Illness and Disability protection. Mortgage insurance. Key man insurance. Travel insurance as well.
