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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

I believe meaningful financial advice starts with listening. Your finances should reflect your values, your hard work, and the future you want for your family. My focus is helping professionals, executives, and business owners find financial strategies that bring security and confidence to their lives.

Many of my clients face complex situations such as pensions, stock options, life insurance needs, or major career transitions. I take the time to understand what matters to you, offering clear and thoughtful guidance every step of...

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

Send Me a Message

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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.

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