Paul Philip, CFP, CIM, CLU, President

Who I am

I did not grow up with money. Raised by a single parent and 1 of 4 children I Iearned early on the value of a dollar and the importance of making wise choices with a finite resource, the monthly family income. The wealth building ideas and strategies I teach my clients are the same principles I practice in my own life. They work, as a young man I started out from scratch financially and have been able to build a successful financial life for my family through patience, discipline, smart common sense investing and financial management. I look forward to helping you do the same.

What I believe

Today’s traditional financial planning is sorely lacking. Financial institutions and the media are in business for themselves and it’s up to the consumer to recognize this and take responsibility for their own future. For most, finance and economics is too complex and fast changing to manage effectively by themselves. I believe what most people really want is expert professional guidance that they can trust, someone who has their back….and at a fair price. I believe in openness, transparency and value for your hard earned money.

My Invitation To You

If deep down inside you know there is a better way to manage and invest your money…..if you know there is no free lunch in life, the only way to truly get ahead is to focus and make decisions….if you realize working with a trusted partner to collaborate on your families future is one of the most important relationships you can have… and you want the very best life has to offer for yourself and your family. Then I invite you to further explore the possibilities or working together. It would be my privilege to learn more about you and your families’ hopes and dreams.

Paul lives in Toronto with his wife Susana and their 2 daughters, Julia and Jacqueline.  He is active in his community, an avid squash player, and loves to have a good time skiing and travelling with his family.

Paul Philip
Phone 416-497-0008 x1

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