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John P. Sanchez President | Javier Sanchez VP |
Jeffrey Beck Advisor |
Harvey Korman Advisor |
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| Anna Knight Advisor |
Philip Sissons Advisor |
Jesse Jankowski Advisor |
Conchita Sanchez Insurance Co-ordinator |
Life-Based Financial Solutions for individuals and business owners Start achieving your financial goals |
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| Philip Sissons Advisor |
Philip Sissons joined the ICM team in 2008, and has been an enthusiastic teacher of the firm’s Financial Planning seminars since. Philip’s career in Financial Planning initially began in 1979 when he joined London Life as an Insurance advisor. After 18 years, including 5 years as a sales manager, Philip left London Life to join RBC Investments as a Financial Planner. After gaining 4 years of experience on the banking side of planning, Philip switched to the full-service brokerage world with ScotiaMcLeod. Philip spent 7 years at ScotiaMcLeod before joining the ICM team. Philip has attained several professional designations to allow him to impressively deal with increasingly intricate client situations. The Chartered Life Underwriter (CLU) designation focuses on insurance and estate planning. The Chartered Financial Consultant (ChFC) is a retirement income designation. Lastly, the Canadian Investment Manager (CIM) is an advanced investment management designation. Phil’s diverse and extensive education and background clearly showcases his abilities as a successful Financial Planner. In addition to continuing his own personal education, Philip has also taught financial planning courses to new advisors as well as interested individuals since 1986. Philip’s investment philosophy is of a conservative nature. Operating comfortably within each client’s respective risk profile, an investment portfolio is structured to achieve long-term growth, without undue risk. As a result, both Philip and his clients sleep soundly at night! |