Your Desjardins Financial Security Advisor
Desjardins Financial Security, your trusted advisor, we believe in personalized, one-on-one financial guidance designed to help you achieve your goals at every stage of life. We take the time to understand your unique challenges and opportunities, offering tailored strategies that align with your vision for a secure financial future. With years of expertise and a deep commitment to your success, Phillip South Financial provides the trusted insights and support you need to navigate today’s complex financial landscape with confidence.
MY MISSION
Backed by a dedicated team of experienced professionals — including financial planners, notaries, lawyers, and tax experts — Phillip South Financial, your trusted advisor, goes beyond a basic review. We take a comprehensive approach to every aspect of your financial security, carefully considering your goals, challenges, and long-term stability, including:
- Establishing a personal budget
- Reviewing your investments
- Evaluating any insurance needs
- Determining if you can reduce your taxes
- Planning your retirement
- Understanding your estate wishes, and any legal matters
After this process, I’m certain you’ll have a clear picture of your finances, perhaps discovering opportunities you never thought were available to you.
MY VALUES
My professional practice is characterized by the values I hold dear:
- Integrity and loyalty
- Availability and independence
- Professionalism and skill
- Exceptional service
I bring these values to every relationship in my practice.
As your advisor, I can help you make informed decisions at every stage of your financial life. Decisions that will translate your properties into financial strategies so you can achieve your goals and maintain your quality of life and that your family.
As your advisor, I can help you make informed decisions at every stage of your financial life. Decisions that will translate your properties into financial strategies so you can achieve your goals and maintain your quality of life and that your family.
PHILLIP SOUTH
LIFE AND HEALTH INSURANCE ADVISOR
When it comes to my practice, discipline is always my top priority. I’ve completed the necessary licensing requirements and always pursue professional skills and training so that I can put the latest industry knowledge to work for you. Desjardins Financial Security Independent Network ensures strict adherence to professional standards, obligations and regulations. I am licensed for life and health insurance in Ontario and British Columbia Canada.
As your advisor, you and I will rely upon the comprehensive review of your situation and your goals that we undertook together to guide us through good times and bad. No matter what life has in store for you, you can always count on me. I’m in your corner, always there to help you stay the course and push your limits. Together, we’ll do more.
I am an individual that leads with logic, passion, and acts of service. I have owned and operated a few businesses in the health and fitness industry, in the creative interior/graphic design industry, in the printing industry, and in the construction industry for the past 20 years. This has opened my understanding to the needs and concerns of business owners and employees within those respected markets and beyond. I look forward to working with you to protect your business, your family, and your biggest asset which is your life.
DESJARDINS (DFSIN)
Desjardins Financial Security Independent Network and its counterpart in Quebec and New Brunswick, SFL Wealth Management, form a network of financial product and service distributers that focus on wealth management.
We personalize our service offer to meet your changing needs. No matter the goals you set or the unexpected situations you face, the independent advisors affiliated with our network can help you develop a financial strategy.
You can count on the stability of Desjardins, the leading cooperative financial group in Canada, the support of a multi-disciplinary team of financial professionals, and their freedom to choose from the best offers available in the market.
