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Alexis Phillips CFP , EPC ® CERTIFIED FINANCIAL PLANNER® professional Elder Planning Counselor
Trust, Integrity and Service

ABOUT

ALEXIS PHILLIPS CERTIFIED FINANCIAL PLANNER ELDER PLANNING COUNSELOR
Over 25 years experience helping clients manage their financial future. I think of my position as a teacher, team player, quarterback. I love the new opportunities that I am faced with each day. Ongoing learning through seminars and conferences helps me keep up-to-date on the changes in the industry. I am an Independent Broker, committed to Trust, Integrity and Service. A Certified Financial Planner® professional – recognizable by the CFP marks after a planner’s name – has achieved and maintains internationally recognized standards of knowledge, skills, abilities and ethics. The CFP designation provides assurance to Canadians that the design of their financial future rests with an appropriately qualified professional who will put clients’ interests ahead of their own. The Canadian Initiative for Elder Planning Studies, believes that working with the maturing client involves a "total needs approach", and that these needs evolve from an individual's early wage-earning years and continue to change as the individual moves through the aging process.

705-738-GICS (4427)

PHONE

705-738-3226

FAX

1-800-625-7772

TOLL FREE NUMBER

aphillips@nexicom.net

EMAIL