"I strive to establish a partnership of trust and understanding with clients that enables me to be a collaborative partner in building a financial plan that specifically fits their needs and goals."

 

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. He succeeds at building a relevant and comprehensive strategy to help clients achieve their goals, celebrating successes 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.

Financial Advisor, Philip Brown

Philip Brown

Financial Advisor

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† Mutual funds are offered through Credential Asset Management Inc.

Insurance services provided by BlueShore Wealth.