#100–50 McIntosh Drive,
Markham, ON L3R 9T3
clu, chfc, cfp, rhu
Philomena commenced her financial services career with Confederation Life, and in 1985 she relocated to their offices in Toronto. In 1994, she decided to branch out on her own as an independent advisor and has continued to develop her practice and skills.
With a BA from Sir George Williams University in Montreal, Philomena has added to her credentials by obtaining her CLU, CFP, ChFC and RHU designations, as well as by being a member of Advocis. Philomena has a keen interest in working with families and with business and professional clients, to assist in all their financial planning needs.
With over 20 years in the Financial Services Industry, Phil is a dedicated professional. She can be reached at: email@example.com