Philip B.

Organizer

Location:

Victoria, BC

Organizer since:

September 20, 2013

What 1 business answer would you like to find at YES

I am looking to find more partners in which to collaborate with respect to ensuring my clients are incredibly well taken care of. This would include; Lawyers, Accountants, Real Estate Professionals, Lending Professionals, Marketing Experts, Health Professionals and many more. If you are looking to grow your network and align with a driven professional specializing in a high level of customer service than we may be a brilliant fit.

Introduction

Hello, I am a seasoned Financial Planner, specializing in helping clients who are facing big life transitions. Including; a home purchase, a marriage, a birth of a child, a divorce, or sale of a company. I can help you plan for financial success!


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