Plan for your future
Save for Retirement
Give your family a head start.
Our children are the future. Whether you’re welcoming a new baby to your family or you have grandkids on the way, Phil will work with you to navigate whatever the future holds for your family — empowering you along the way.
Set your goals and meet them.
Retirement income is all about proper planning. Phil will meet you where you’re at in the planning process, take into account your lifestyle and circumstances — and help you find out how much you actually need to save.
Forecast your future income.
The headlines in the news and retirement income calculators across the internet can be frightening. That’s why we’ll walk through regular forecasts of where your savings will take you in the years to come — so you know what to expect, and when.
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RESP plans
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Wealth transfer strategies
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Regular planning forecasts
Socially Responsible Investing
Personalize your investment plan.
Achieving your financial goals starts with a plan that’s tailored to you. Phil will work with you to build a customized, cost-effective investment plan that suits the level of risk you’re comfortable with.
Save sustainably and responsibly.
Investing is one of the best ways to save, but it’s a lot more than putting money into an account. We’ll help you select and invest in mutual funds that align with your values and worldview.
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Invest for positive impact.
With Affect Wealth, you’ll get access to a suite of sustainable and socially-responsible investment Funds. Discover how your investments are positively impacting the world — and save for the future while you’re at it.
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Actively managed mutual funds
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Socially-responsible investments (SRIs)
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Environmental, sustainability & governance (ESG) vetted investments
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Low-cost exchange-traded mutual fund (ETFs)
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Range of diversification & risk profile options
Life Insurance
Protect yourself and your loved ones.
Everyone’s circumstances are unique, and the insurance policies you have in place should fit wherever you’re at in life. Phil will help you explore the different types of insurance that fit your budget and provide you with the protection you and your loved ones need.
Find the right insurance.
Life insurance is a critical component of any financial plan. It can also be a challenge to identify what type and how much coverage you need. With Affect Wealth, you’ll have access to a wide range of options so that together we can find the right one for you.
Enjoy peace of mind.
Insurance is designed to protect you and even save you money. But the biggest benefit is the peace of mind you’ll receive, knowing that you’re prepared for the future — whether you want help covering final expenses or building a legacy for your family.
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Critical illness insurance
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Disability insurance
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Permanent/whole life insurance
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Travel & medical insurance
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Insurance products are provided through PPI Insurance