Philip Comeau, Financial Advisor

Focus Areas

  • Retirement savings strategies
  • Wealth strategies
  • Estate and legacy strategies
  • Business owner considerations
  • Employee stock options
  • Intergenerational planning

About Philip

"As one person, I cannot change the world, but I can change the world of one person."- Paul Shane Spear

At the heart of my practice is a deep commitment to listening to my clients. Together, we’ll identify and prioritize your goals, craft personalized financial strategies that align with your values and aspirations, and regularly review your plan to help ensure it adapts as your life evolves.

Our clients are successful, long-term, goal-oriented investors who are dedicated to securing their financial futures. Many are professionals, executives, or entrepreneurs, with complex financial situations involving pensions, stock options or purchase plans, and the need...

Work History

  • Edward JonesMay 2023 to Current
  • Rogers Communications IncJuly 2013 to May 2023

Education

  • Ryerson UniversityBachelor of Commerce

Personal Interests

  • Spending Time with Family
  • Traveling
  • Soccer
  • Hockey
  • Technology

Team Members

  • Peggy Lockie
    Sr. Branch Office Administrator
  • Kelli Johnson
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 06:00PM
Tue 09:00AM - 06:00PM
Wed 09:00AM - 06:00PM
Thu 09:00AM - 06:00PM
Fri 09:00AM - 06:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

Learn More