Alexis Phillips, CFP, EPC, RIS

01/30/2026

Dorothy Wedel Photography The Boyd Heritage Museum

01/30/2026

Welcome, Anna's Perennials Nursery and Gardens to the Bobcaygeon Chamber of Commerce ! A fantastic place for your gardening needs. Extremely knowledgeable.

Send a message to learn more

11/14/2025

Excited that Phillips & Son Financial have a tree at Kawartha Lakes Festival of Trees. Happening now at Settlers' Village. Enjoy the sights and sounds. Thank you to all of the amazing volunteers!

09/22/2023

Another valuable tool in the toolbox!

Go to the head of the class with these tax tips

08/22/2023

This is a great book for parents to help their kids learn about money. In Robin's words " Earn, Save, Spend, Share and Invest"

The Wisest Investment: Teaching Your Kids to Be Responsible, Independent and Money-Smart for Life

05/05/2023

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Contact us for quotes AND advice!

02/23/2023

How the First Home Savings Account (FHSA) works on GetSmarterAboutMoney.ca. Check it out! https://www.getsmarteraboutmoney.ca/invest/savings-plans/how-the-first-home-savings-account-fhsa-works/

Give us a call or send a message to be on our list to set this up as soon as it's available. Advice from a Certified Financial Planner can help you navigate your choices.

The First Home Savings Account (FHSA) is designed to help you save for your first big real estate purchase.

08/19/2022

Do you know we offer GICs? As Independent Brokers we can shop the rates and use multiple institutions for CDIC coverage.

Why rates may be set to fall in the near future

07/18/2022

The payment in your bank account today is 1/2 of the climate rebate. The next two payments will be 1/4 each time. It's confusing that this payment is larger. This payment used to be applied to your tax return as a credit.

https://www.ctvnews.ca/politics/quarterly-federal-carbon-price-rebates-appear-in-bank-accounts-with-vague-labels-1.5989645?cid=sm%3Atrueanthem%3Actvnews%3Apost&utm_campaign=trueAnthem%3A%20Trending%20Content&utm_medium=trueAnthem&utm_source=facebook&fbclid=IwAR38VKXBILRrGw64DtD_0SNHJF4KYCCJQ8PzWSze7otpDn-uvhsS79G2rL4

Canadians who pay the federal carbon price got a midsummer money drop today with the first half of their annual "climate action incentive" payment deposited into their bank accounts.

07/04/2022

This article demonstrates the value of having a Certified Financial Planner helping you with your finances. The questions I answer go far beyond - "Which investment should I buy?"
Please reach out for your complementary review.

Surveys show Canadians worry more about money than personal health, work or relationships. Financial therapists say the stress can lead to anxiety, depression and other mental health challenges. Here’s how to control the stress

05/31/2022

Millennials! A great list of ideas for this important time in your lives.

View key information about each available ETF or mutual fund series, including the performance history, investments and costs associated with investing.

09/30/2021

Our office is closed today. I encourage everyone to take some time, as you need. As a survivor or as someone who needs to learn more.