🎉 Exciting News! 🎉 After an intensive year of study, reflection, and growth, I’m proud to announce that I’ve earned the CeFT® – Certified Financial Transitionist® designation! 🌟 This globally recognized certification, offered through the Financial Transitionist Institute, complements my CFP® designation and represents a powerful evolution in how I support clients through life’s most pivotal transi
tions.
💡 Why CeFT®? Because life isn’t just about numbers—it’s about navigating change. Whether you're:
• Selling a business you’ve built from the ground up,
• Receiving a life-changing inheritance,
• Retiring and stepping into a new chapter,
• Or navigating the profound transition of losing a spouse or partner...
...these are just a few of the major life transitions where thoughtful, human-centered financial guidance can make all the difference. As a CeFT®, I bring:
✅ A structured, repeatable process for managing the emotional and cognitive challenges of transition
✅ Tools to help clients gain clarity, reduce overwhelm, and make confident decisions
✅ Deep listening and guidance tailored to your pace and personal experience
🤝 Together, we co-create a plan—one that reflects your values, your goals, and your unique life story.
🧭 To bring even more depth and value to our work together, I also hold:
🔹 CFP® – Certified Financial Planner: a designation I’ve proudly held since 1994, providing a strong foundation in comprehensive financial planning
🔹 CLU® – Chartered Life Underwriter: equipping me with advanced expertise in tax-efficient strategies, insurance solutions, and estate planning to help protect and preserve your legacy
🔹 RIAC – Responsible Investment Advisor Certification: empowering you with investment options that align with your values—supporting people, strengthening communities, and caring for our planet 🌍
🌍 I’m honoured to now be part of a global community of just over 100 CeFT® professionals across 5 countries, all dedicated to helping clients move from “what was” to “what will be” with clarity, confidence, and compassion. Let’s talk if you or someone you care about is facing a major life transition. 💬
Some of the world’s strongest drivers of wealth are built outside public markets, – in industries like infrastructure, health care, sports equipment, aerospace and more. Access private assets at IG through standalone investment opportunities available through to licensed advisors to accredited investors. Let’s discuss how they can strengthen your plan – adding diversification, stability and potential long-term growth – so you’re ready for what’s next. Ask me how they might fit in your financial plan
07/20/2026
Philip breaks down five market insights in one episode and explains why the next two months may be the most important test this market has set for itself all year. Listen now: https://ow.ly/VtwC50ZpH1Y
Subscribe, rate and review now.
07/20/2026
Inflation cooled, oil heated up. Read our commentary to get our insights on this week’s markets. https://ow.ly/fYXR50ZpH16
07/14/2026
Why did geopolitical tensions fail to derail the markets? And which sectors and regions were the big winners? Find out in our Q2 2026 Market Review and Year-End Commentary at https://ow.ly/ins850ZnvlK
07/02/2026
🍁 Happy Canada Day🍁! Proud to be Canadian. 🍁
06/24/2026
Happy Saint-Jean-Baptiste Day and Fête Nationale du Québec!⚜️A great reminder of the heritage and contributions that help shape Canada’s culture. Thinking back to my time in Québec City last year for the IG conference—and my personalized water bottle is still a favourite keepsake.
06/21/2026
Can you see the beaver 🦫 lodge as I kayak by, discussing business transitions?
Empowering week in California with fellow Certified Financial Transitionists, from around the world, for Advanced CeFT training. Also enjoyed the sand dunes and wild flowers.☀️
06/21/2026
Selling your business? Sharing tips while I paddle near Lac du Bonnet.
07/20/2026
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