STEPHEN PHILIP

As your Investment Advisors, our mission is to make a valuable contribution to your life by providing quality advice, sound portfolio management and excellent service. With the resources of Canada's leading full-service wealth management firm at our disposal, you'll receive the advice, analysis, and solutions you need to help you reach your goals... We specialize in managing wealth for high-net-worth families, professionals and business owners. From asset management, to tax strategies, to insurance, financial and estate planning, our approach is comprehensive and evolves as your life does... We are committed to a consistent, long-lasting partnership with you and your family. As you transition from building your assets to transferring wealth to your heirs, we'll be right there with you as your personal financial guides.

Primary location: Brockville