Terry Phillips
About me
I’m a responsive, reliable, independent CERTIFIED FINANCIAL PLANNER® who has been helping individuals and families for 30 years in Markham and surrounding areas. I achieve goals by understanding clients’ thinking, goals and lifestyle. I apply a holistic approach focused on retirement, investment, insurance, tax, estate and education planning.
A graduate of Ryerson University with a Bachelor of Commerce degree, I am a CERTIFIED FINANCIAL PLANNER® and I’ve completed the Canadian Securities Institute's securities trading and ETF courses.
Contact meAbout my team
A complete service offer to answer your needs
Savings and retirement
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.
Economic News with Sébastien Mc Mahon
Sébastien Mc Mahon has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.
Latest videos and podcasts
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May 2, 2025
Shades of optimism -
May 16, 2025
Memorandums of understanding -
April 25, 2025
The immovable object: China and its aims at odds with the Trump administration -
April 17, 2025
The Bank of Canada has to fly by sight
Why work with an advisor?
An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:
- Earn more money and learn where and when to invest
- Receive a personalized financial plan that will help you achieve your objectives
- Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
- Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
- Save time and enough money to carry out your projects
Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.
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Client Portal
Direct access to your investments and our advice
Stay up-to-date on the progress of your investments, access to detailed information about your accounts and see if you are on track reach your goals.
Learn moreNew life event,
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