Philip Herner, B.Sc, Cfp® Email & Phone Number

Casa helps individuals secure their bitcoin by building tools to improve security and privacy.

Winnipeg, Canada Area

Founded in 1995, Assante Wealth Management is one of Canada’s largest firms providing wealth management solutions, with 830 professional advisors and approximately $47 billion of assets under management.As a Financial Adviser at Assante Capital Management Ltd. Phil’s practice emphasis was Retirement Strategies, Investment Management, and Estate strategies. He assisted Manitoba professionals and families in achieving financial independence. He built and managed long-term relationships by gaining a deep understanding of clients’ needs, goals, and concerns, educating them on financial planning strategies, creating financial plans that enable them to achieve their goals, and executing the financial plans. Phil’s practice served clients in Manitoba, Ontario and British Columbia; additionally, he coordinated with Surevest Private Wealth on clients’ USA holdings. His success was defined by the success of his clients. Phil enjoyed moving clients towards their goals.As a Financial Advisor, Phil focused his practice on client centric financial planning, including:• Financial Management• Insurance and Risk Management• Investment Planning• Retirement Planning• Tax Planning• Estate Planning

Toronto, Ontario

American Income Life Insurance Company has served working class families since 1951. Our life and supplemental accident and health products help protect members of labor unions, credit unions, associations and their families. AIL is a company that cares about its policyholders and worthy causes that make a difference in the world.

Toronto, Canada

Our mission is to be your body's fuel in the pursuit of your passions. We strive to bring the benefits of this unique superfood to those who seek to continually improve and achieve their life's goals. The Two Mile philosophy is to be socially and environmentally conscious.

Toronto, Canada

• Responsible for managing sales to landscape architecture firms, municipalities, school boards, building contractors, daycares, and recreation resorts within the Eastern and Central Ontario territory• Accountable for increasing territory market share and sales through effective key account management and new business development • Oversaw the response to prospective business inquiries generated through Request for Information, Request for Quote, Request for Proposal, and tenders

Toronto, Canada

• Managed a territory of approximately $3 million dollars in sales, servicing customers in Canada, the Northern United States and Mexico • Designed process parameter setups for new programs• Planned and designed methods to improve production efficiency• Managed program launches to ensure efficient implementation • Provided process support to production staff• Assisted in developing quality control plans for all new production programs