Greg Phillips

WORK HISTORY

EDUCATION

SKILLS

ABOUT GREG PHILLIPS

Helping Business Owners & Professionals build, manage, preserve, and transition their wealth. As a financial advisor, I specialize in working with business owners and professionals to help them overcome challenges such as taxation, estate planning, and maintaining their desired lifestyle well into retirement. I understand that these issues can be complex and overwhelming, which is why I take a conservative approach to financial planning. I have over 21 years of experience in the industry and have expertise to help my clients make informed, conservative decisions that will allow them to achieve their financial goals while minimizing risk. I take a personalized approach to financial planning, considering all aspects of my clients\' lives, from their current financial situation to their long-term goals. Have you thought about the following: If you stopped working today, would you or your business generate enough income to live on? Have you recently assessed your portfolio to see how it would perform if we were to face another market downturn? When it comes to retirement have you gone over the best and worst case scenarios in order to retire comfortably and maintain your desired lifestyle? Are you currently on the path to retire on time? These are some of the many challenges that I can help you overcome. I care about people and over the years I\'ve seen families and individuals that have not gotten proper advice and have no idea what true financial advice and guidance should be. Set your financial goal – buying a home, paying for an education, living well in retirement, or planning your estate – and I will provide you with a personalized plan to guide you to your financial finish line. If you need help with this, please reach out to me directly here on LinkedIn or email me at g••••••••@raymondjames.ca. disclaimers: bit.ly/RJLDSCLMR