Phil has been helping clients develop, build & execute their financial plans since 1994. He is a Certified Financial Planner as well as a licensed Life Insurance Representative. Phil is also a designated Elder Planning Counsellor, with the skills & knowlege required to assist clients (&/or their parents) with the issues related to this stage of life .  He operates his practice from his office at 79 Hamilton Street in Goderich, Ontario.

Phil approaches his practice from a holistic point of view. He feels it is important to build & maintain a client's financial health by ensuring that all parts of the financial plan work together in harmony. Financial success is not only about making the right investments. Attention to taxation issues, the security of your family, estate and succession planning are all vital parts of the plan. A financial plan is only as good as the sum of its parts.

After many years of practising in his home-office, Phil moved his office closer to the "hub" of Goderich in March 2006.  The new storefront location is brighter & much more spacious resulting in better organization and better service to our clients.  Our clients have responded very positively to our new home.

As a member of the Kincardine Branch team, Phil also sees clients in the Branch office in Kincardine, Ontario as well as visiting numerous clients "on the road".

Phil has been actively involved in the community for many years. He served 2 terms on the Board of Directors of the Huron-Perth Children's Aid Society with 2 years as Chairman as well as serving on several sub-committees. Phil is currently serving on the Board of Directors of the Maitland Golf & Country Club.

Another one of Phil's passions is running full & half marathons. Please refer to the Team In Training (TNT) portion of the website for more information about his fund raising efforts for Leukemia & Lymphoma research.

Julie Anne Lizewski, CFP®

Julie Anne has been working with Phil since 1999 after many years in the banking/credit union industry. She is also a Certified Financial Planner and is responsible for the day-to-day administration of the office in addition to client service.

In her spare time, she enjoys walking, reading, cooking and creating pottery in her home studio.  Julie Anne usually participates in at least a couple of local craft shows in the community each year as well as selling her pottery to loyal customers and friends.

This past summer Julie Anne participated as a member of the Meeting Place Organic Farm's CSA (Community Supported Agricultural) project.  She enjoyed not only the fresh local organic produce throughout the summer, but the experience of helping in the garden & supporting local farming.

She is available to handle any questions or inquiries you may have.