Phil's team's first priority is to ensure that his clients' goals are met in a disciplined and tax-efficient fashion. "A sound investment strategy is the fundamental part of any wealth creation and preservation plan." We work closely with clients to design an appropriate asset mix, and we will make specific recommendations suitable to each client's goals and risk comfort level. The result: a truly personalized portfolio tailored to meet each client's individual investment objectives.
Phil Metrailler has been a resident of the Dundas/Ancaster community for the last twenty years. Since 1993 he has run a successful Financial Planning business. Prior to this he worked for Ontario Hydro for fifteen years. He is a graduate of Connestoga College and the University of Guelph.
Phil has maintained a loyal and growing client base with a clear commitment to servicing his clients' best interest. They have profited from his continual upgrading of his knowledge and skills through industry courses. Phil is a member, at The Practitioner Level, of the Canadian Association of Financial Planners. In addition, Phil works closely with a team of local lawyers, accountants and tax preparers to ensure he can provide the most up to date information available to his clients.
To ensure Phil is able to devote his time to managing his client affairs, Andrée Ansaldo manages all the back office duties. Andrée has been involved in the financial services industry for over 10 years and holds a BA Honours from McMaster University.
Whether you're an individual or family looking at reducing taxes, estate planning or investment advice, Phil will review your situation and develop a comprehensive personal financial plan. More importantly, a regular monitoring program is maintained to ensure your plan is still on track and we are taking advantage of any market opportunities.
