Alexis Phillips,Cfp®, Epc, Ris
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Alexis Phillips,Cfp®, Epc, Ris Email & Phone Number

CERTIFIED FINANCIAL PLANNER®  professional at Sterling Mutuals Inc.
Location: Bobcaygeon, Ontario, Canada 6 work roles 4 schools
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Current company
Sterling Mutuals Inc.
Role
CERTIFIED FINANCIAL PLANNER®  professional
Location
Bobcaygeon, Ontario, Canada
Company size
158 employees

Who is Alexis Phillips,Cfp®, Epc, Ris? Overview

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Quick answer

Alexis Phillips,Cfp®, Epc, Ris is listed as CERTIFIED FINANCIAL PLANNER® professional at Sterling Mutuals Inc., a company with 158 employees, based in Bobcaygeon, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Alexis Phillips,Cfp®, Epc, Ris.

Alexis Phillips,Cfp®, Epc, Ris previously worked as Elder Planning Counselor at Sterling Mutuals Inc. and Certified Financial Planner at Sterling Mutuals Inc.. Alexis Phillips,Cfp®, Epc, Ris holds Certified Financial Planner Professional from Financial Planners Standards Council.

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Email format at Sterling Mutuals Inc.

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Sterling Mutuals Inc.

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Profile bio

About Alexis Phillips,Cfp®, Epc, Ris

Over 25 years experience helping clients manage their financial future. I think of my position as a teacher, team player, quarterback. I love the new opportunities that I am faced with each day. Ongoing learning through seminars and conferences helps me keep up-to-date on the changes in the industry.I am an Independent Broker, committed to Trust, Integrity and Service.

Current workplace

Alexis Phillips,Cfp®, Epc, Ris's current company

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Sterling Mutuals Inc.
Sterling Mutuals Inc.
CERTIFIED FINANCIAL PLANNER®  professional
windsor, ontario, canada
Website
sterlingmutuals.com
Employees
158
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6 roles · 35 years

Alexis Phillips,Cfp®, Epc, Ris work experience

A career timeline built from the work history available for this profile.

Certified Financial Planner® Professional

Armstrong & Quaile Associates Inc.

I help my clients simplify their financial life with integrated planning which may include retirement, tax and estate planning. Assisting with life transitions are important. Whether starting or finishing a career, getting married, starting a family, approaching or enjoying retirement or dealing with declining health, it is important to know and understand.

1993 - May 2015

Insurance Broker

Great-West Life

Life and Disability Insurance broker

1991 - 1993 ~2 yrs
Team & coworkers

Colleagues at Sterling Mutuals Inc.

Other employees you can reach at sterlingmutuals.com. View company contacts for 158 employees →

AM Arlen Mifflin Arlen Mifflin Colleague at Sterling Mutuals Inc.Windsor, Ontario, Canada, Canada View → TT Thong Tran, Cpa, Cma Thong Tran, Cpa, Cma Colleague at Sterling Mutuals Inc.Windsor, Ontario, Canada, Canada View → JS Joe Shumka Joe Shumka Colleague at Sterling Mutuals Inc.Waterloo, Ontario, Canada, Canada View → YS Yumna Sheikh Yumna Sheikh Colleague at Sterling Mutuals Inc.Windsor, Ontario, Canada, Canada View → RW Rick Woodall Ba Epc Cfp Rick Woodall Ba Epc Cfp Colleague at Sterling Mutuals Inc.Windsor, Ontario, Canada, Canada View → DR Dave Rushby Dave Rushby Colleague at Sterling Mutuals Inc.Canada, Canada View → RS Robert Shea, Mms Bcomm Robert Shea, Mms Bcomm Colleague at Sterling Mutuals Inc.Halifax, Nova Scotia, Canada, Canada View → BP Brian Pike Brian Pike Colleague at Sterling Mutuals Inc.Lewisporte, Newfoundland And Labrador, Canada, Canada View → DH Don Howse Don Howse Colleague at Sterling Mutuals Inc.Whitby, Ontario, Canada, Canada View → MS Monica S. Monica S. Colleague at Sterling Mutuals Inc.Windsor, Ontario, Canada, Canada View →
4 education records

Alexis Phillips,Cfp®, Epc, Ris education

Certified Financial Planner Professional

Financial Planners Standards Council

The Canadian Investment Funds Course

The Investment Funds Institute Of Canada

Life Insurance And A&S Insurance Agent

Canadian Association Of Insurance And Financial Advisors

Education record

Fenelon Falls Secondary School
FAQ

Frequently asked questions about Alexis Phillips,Cfp®, Epc, Ris

Quick answers generated from the profile data available on this page.

What company does Alexis Phillips,Cfp®, Epc, Ris work for?

Alexis Phillips,Cfp®, Epc, Ris works for Sterling Mutuals Inc..

What is Alexis Phillips,Cfp®, Epc, Ris's role at Sterling Mutuals Inc.?

Alexis Phillips,Cfp®, Epc, Ris is listed as CERTIFIED FINANCIAL PLANNER® professional at Sterling Mutuals Inc..

Where is Alexis Phillips,Cfp®, Epc, Ris based?

Alexis Phillips,Cfp®, Epc, Ris is based in Bobcaygeon, Ontario, Canada while working with Sterling Mutuals Inc..

What companies has Alexis Phillips,Cfp®, Epc, Ris worked for?

Alexis Phillips,Cfp®, Epc, Ris has worked for Sterling Mutuals Inc., Armstrong & Quaile Associates Inc., Investors Group, and Great-West Life.

Who are Alexis Phillips,Cfp®, Epc, Ris's colleagues at Sterling Mutuals Inc.?

Alexis Phillips,Cfp®, Epc, Ris's colleagues at Sterling Mutuals Inc. include Arlen Mifflin, Thong Tran, Cpa, Cma, Joe Shumka, Yumna Sheikh, and Rick Woodall Ba Epc Cfp.

How can I contact Alexis Phillips,Cfp®, Epc, Ris?

You can use AeroLeads to view verified contact signals for Alexis Phillips,Cfp®, Epc, Ris at Sterling Mutuals Inc., including work email, phone, and LinkedIn data when available.

What schools did Alexis Phillips,Cfp®, Epc, Ris attend?

Alexis Phillips,Cfp®, Epc, Ris holds Certified Financial Planner Professional from Financial Planners Standards Council.

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