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@freedom55financial.com
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Phil Macdonald is listed as I am in the Business of Managing Risk for my Clients! at Freedom 55 Financial, a with 2941 employees, based in Sydney, Nova Scotia, Canada. AeroLeads shows a work email signal at freedom55financial.com and a matched LinkedIn profile for Phil Macdonald.
Phil Macdonald previously worked as Financial Security Advisor and Group Benefits Broker at Freedom 55 Financial and Executive Director at Strait-Highlands Regional Development Agency. Phil Macdonald holds Master Of Business Administration (Mba), Business Administration And Management, General from St. Mary'S University Halifax Ns.
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I help my clients to understand how risk can impact their overall financial security. Putting Life, Critical Illness,Disability, and Health Insurance in place protects them from the unexpected downturns that can turn someone's life upside down. Having access to nationally recognized insurance companies provides the programs and services that will meet or exceed almost everyone's needs. When we discuss retirement planning, it critical for the client to understand both short term and longer term risks to their savings plans. I use a structured approach to determine their individual investor profile. My goal is to provide clients with an understanding of the roles of different asset classes in their portfolio's and the benefits of using either mutual funds or segregated funds to meet their needs. Regular communications and positive service standards cement our relationship that I strive to maintain.
Listed skills include Business Management And Sales, Disability Insurance, Financial Planners, Retirement Planning, and 27 others.
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I work with Families and Corporations in the areas of Retirement Planning, Group Health and Savings Plans, Life, Disability, and Critical Illness Protection. I get a great deal of satisfaction in building healthy relationships with my clients knowing that I am able to provide a sense of security in meeting their personal or corporate financial security needs .
Sydney Nova Scotia
Managed all facets of the operation of a full service moving and storage company that started in the CP Moving Systems familiy of companies in United Van lines and after an ownership change, I franchised the operation with the AMJ Campbell company with Atlas Van Lines.
Other employees you can reach at freedom55financial.com. View company contacts for 2941 employees →
Susan Norris
Colleague at Freedom 55 FinancialEdmonton, Alberta, Canada
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Thomas Chau
Colleague at Freedom 55 FinancialToronto, Ontario, Canada
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Ashan Thamilchelvan
Colleague at Freedom 55 FinancialCanada
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Rene Pohl
Colleague at Freedom 55 FinancialBarrie, Ontario, Canada
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Trevor Lloyd
Colleague at Freedom 55 FinancialSt Catharines, Ontario, Canada
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Pietraszko, Paul
Colleague at Freedom 55 FinancialAmherstburg, Ontario, Canada
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Lucina Chen
Colleague at Freedom 55 FinancialEdmonton, Alberta, Canada
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Marco Cariati
Colleague at Freedom 55 FinancialGreater Toronto Area, Canada
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Anne Smith
Colleague at Freedom 55 FinancialHouston, Texas, United States
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Wayne Gould
Colleague at Freedom 55 FinancialTrent Lakes, Ontario, Canada
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Activities and Societies: Using field experience and classroom training in the principles and organizational structure of CED in Nova.
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Phil Macdonald works for Freedom 55 Financial.
Phil Macdonald is listed as I am in the Business of Managing Risk for my Clients! at Freedom 55 Financial.
AeroLeads has found 1 work email signal at @freedom55financial.com for Phil Macdonald at Freedom 55 Financial.
Phil Macdonald is based in Sydney, Nova Scotia, Canada while working with Freedom 55 Financial.
Phil Macdonald has worked for Freedom 55 Financial, Strait-Highlands Regional Development Agency, and Amj Campbell Moving Systems.
Phil Macdonald's colleagues at Freedom 55 Financial include Susan Norris, Thomas Chau, Ashan Thamilchelvan, Rene Pohl, and Trevor Lloyd.
You can use AeroLeads to view verified contact signals for Phil Macdonald at Freedom 55 Financial, including work email, phone, and LinkedIn data when available.
Phil Macdonald holds Master Of Business Administration (Mba), Business Administration And Management, General from St. Mary'S University Halifax Ns.
Phil Macdonald is listed with skills including Business Management And Sales, Disability Insurance, Financial Planners, Retirement Planning, Critical Illness, Health Insurance, Retirement, and Long Term Care.
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