Who We Are
Whitley Financial is represented by Phillip Wild.
Philip C. Wild, CFP, CLU
With an Honours B.Sc. from York University, Toronto and a Civil Engineering Technology background, Phil has developed outstanding analytical and problem-solving skills. These skills are complemented with an ability to clearly communicate concepts in layman’s terms; something he has worked hard to cultivate through Toastmasters International. He specializes in financial and estate planning using life insurance, mutual funds, GIC’s RRSP’s, RRIF’s and RESP’s.
Philip is a Certified Financial Planner (CFP) and a Chartered Life Underwriter (CLU). An avid sailor, Phil lives in Carrying Place, ON with his wife, Wendy, and their two children.
As a professional, Philip has invested a lot of energy developing a strong level of comprehension of various Pension Plans, and the impact they have on the overall investment strategy for individuals. As such he often assists his clients with pre-retirement analysis of their options when dealing with severance packages and early retirement offerings. He manages a significant number of Pension Plans, Employee Health Benefit packages, and Employee Group RRSP’s for businesses throughout the Quinte area. He also works with business owners and their unique needs for partnership agreements, business transition and succession planning.
Philip has a strong ability to clearly educate his clients on principals of successful retirement planning, including tax-efficient strategies and ultimately estate planning.
For an analysis of your confidential investments and retirement plan, arrange for an introductory appointment with Phil.
Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other products and services are offered through Whitley Financial Services.
Office Access Effective June 14, 2021
Whitley Insurance & Financial Services cares deeply about our staff, clients and community. We continue to monitor developments with the Coronavirus. As a result we are operating business as usual and open by appointment, in addition to telephone and email.
Please contact our offices and we will direct your call accordingly:
Trenton (613) 392-1283
Belleville (613) 966-1711
Stirling (613) 395-5501
Deseronto (613) 396-2312
Payments may be made by Interac e-Transfer, Credit Card, or Online Banking.
We would like to thank you for your business. During these uncertain times, we’re working hard to continue to provide the same service standards you have come to expect from us.