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Investors Group

Investors Group

101 - 4400 Chatterton Way, Victoria, BC, V8X 5J2

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Investors Group - Financial Consultant

Philip began his financial planning practice in 2007, less than a year before the largest market correction since the great depression. The experience he gained through this most difficult time, has set the foundation for the future of his career. From late night phone calls with his concerned clients, to walking side by side with each of them to ensure they did not make the biggest financial mistake of their lives! – “Selling at the bottom of the market.”
Philip learned then, and will always apply this to his planning philosophy; “bull markets will always end, and bear markets will always recover”. However, being able to sleep at night with a well-balanced “Financial Plan” will guide you through times of uncertainty.
Philip`s most important role is to ensure every one of his clients’ has a written “Financial Plan.”

Financial Planning Services in Victoria BC

Hours of Operation

  • By appointment please 

Specialties:  Full financial planning & advising 

 

Areas Served on Vancouver Island: Duncan, Cobble Hill, Mill Bay, Shawnigan Lake, Malahat, Westshore / Langford, Oak Bay, Colwood, Esquimalt, Metchosin, Sooke, Saanich, Sidney, View Royal & Victoria BC.

Philip understands how unique and specific each financial planning situation and client is. Being able to work with anyone regardless of their background, financial knowledge, age or income level is the basis for his financial planning practice. 

 

Philip`s Business Philosophy...

A “Financial Plan” is an ever evolving document. It is meant to guide you through life’s challenges and changes to make sure your goals are reached. The financial planning process is the most important component of working with a Financial Planner. Philip helps “you” create a vision for your goals and financial future. “We” plan together on how to make that future a reality. 

Philip`s Commitment to Service...

Philip strives to remain ahead of the curve within the financial planning industry. I am a Certified Financial Planner (CFP) and have a Bachelor’s of Science degree of Economics (BSc). These accomplishments enrich his knowledge of the world of finance and ensures each client receives relevant and strategic advice. 

Meeting regularly, and adapting to your life as it happens, ensures our relationship is a very close and supportive one.

“This is all about You!” - says Philip.

Philip`s message: "I look forward to working with you, to  help ensure you are setting and attaining 'The Financial Goals' that will lead to you and you family's financial success."

 

TESTIMONIALS ABOUT PHILIP:

~ Roger Kershaw: “Philip understands how unique and specific each financial planning situation and client is. Being able to work with anyone regardless of their background, financial  knowledge, age or income level is the basis for his financial planning practice. The following testimonials from clients prove this: "I've been impressed with Phil's knowledge, passion and access - three traits that I personally consider to be the tenets of my own business success - since the first time we met. We have entrusted him with our personal and corporate financial structuring, insurance protection, long term investment planning, and generally relied on him as a solid and trusted friend and advisor. I don't know how we got along before we met, and look forward to a lifetime of health growth and success."

~ Nikki Manzie: “Philip is open, relaxed, professional, and engenders a caring and trusting relationship with his clients. He has extended his help beyond the immediate needs of my interactions to generously offer time, information, resources and referrals in a way that has supported my financial well-being and professional growth. He is also pro-active in his approach, keeping me informed of trends or new rates that would affect my finances, giving me the ability to respond meaningfully to my financial needs and goals.”

 

Comprehensive Financial Planning Program With Philip Bisset-Covaneiro is available here. 

 

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