PHILIP’S STYLE + APPROACH
Everyone needs to have a plan for all aspects of their lives, be it formal or not. One should know that one’s assets are wisely and appropriately invested. Life Insurance is known as “risk management” for the very reason that it protects families from what can go wrong in life. So ultimately, by helping provide clients with peace of mind, Phil helps his clients sleep at night.
Phil’s background in taxation, corporate finance, structured financial instruments and mergers & acquisitions has been invaluable in his work with families and individuals to manage their investment portfolios, retirement, succession and estate planning.
Guaranteed Investment Strategies (GIS); Insurance and Retirement Solutions; Estate and Succession Planning; Wealth Management; Employee Group Benefits
WHAT YOU MIGHT NOT KNOW ABOUT PHILIP?
“I’ve coached soccer for many years, served on soccer related organizations as a Director, toured locally and overseas as a coach and perhaps most surprisingly, am still playing organized soccer into my 60’s.”
There is no other company in our business that is able to deliver the full and diverse slate of products and services that we do for individuals and businesses. ZLC has a team of specialists across the board who work in collaboration to the benefit of our clients. It is frankly the perfect situation for both myself and my clients.