Sean Phillips
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Sean Phillips Email & Phone Number

Location: Kamloops, British Columbia, Canada 2 work roles 4 schools
1 work email found @investorsgroup.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@investorsgroup.com
LinkedIn Profile matched
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Role
Financial Advisor
Location
Kamloops, British Columbia, Canada
Company size

Who is Sean Phillips? Overview

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Quick answer

Sean Phillips is listed as Financial Advisor at Investia Financial Services Inc., a with 512 employees, based in Kamloops, British Columbia, Canada. AeroLeads shows a work email signal at investorsgroup.com and a matched LinkedIn profile for Sean Phillips.

Sean Phillips previously worked as Consultant at Investors Group Financial Services Inc.. Sean Phillips holds Cifc Mutual Funds from Ifse.

Company email context

Email format at Investia Financial Services Inc.

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{first}.{last}@investorsgroup.com
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AeroLeads found 1 current-domain work email signal for Sean Phillips. Compare company email patterns before reaching out.

Profile bio

About Sean Phillips

First and foremost, I help young professionals balance their long-term goals with their day-to-day choices. I help mature couples confirm that their diligence has paid off and they’re ready to retire. I help others to explore the ramifications of major decisions like a career change or a return to school. It’s tremendously fulfilling to help clients make good decisions for their goals and circumstances. I know I’m successful when money becomes a positive influence in their lives and in the world. Clients are always surprised at the simplicity of my strategic plans and in my experience, the real challenge lies in seeing the big picture and analyzing all the working parts. By delivering an approachable plan, I help clients clarify the path to their goals. My door is always open to clients and I encourage questions that may arise throughout the relationship. If you could use a financial guide, contact me today for an initial no-cost, no-obligation ‘get acquainted’ meeting.

Listed skills include Investments, Finance, Portfolio Management, Insurance, and 9 others.

Current workplace

Sean Phillips's current company

Company context helps verify the profile and gives searchers a useful next step.

Investia Financial Services Inc.
Investia Financial Services Inc.
Financial Advisor
canada
Website
Employees
512
AeroLeads page
2 roles

Sean Phillips work experience

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

Financial Advisor

Current

Kamloops

Wealth management specialist with expertise in the development of complex financial solutions for affluent families, organizations & foundations. Open source, unbiased and fee conscious.

Dec 2016 - Present

Consultant

Kamloops

I provide services to clients in:* Investment Planning* Wealth Management* Tax Planning* Pensions* Group Services:Group Benefits* Group TFSA/RRSP* Life Insurance* Critical Insurance* Insurance Planning* Cash Management* Disability Insurance* Long-term Care Insurance* Mortgage Planning* Education Savings Plans* Banking

Feb 2009 - Dec 2016
Team & coworkers

Colleagues at Investia Financial Services Inc.

Other employees you can reach at investia.ca. View company contacts for 512 employees →

4 education records

Sean Phillips education

Cifc Mutual Funds

Ifse

Insurance Licensed

Insurance Council Of Bc

(Ba)

Ucc

Education record

Kamloops Senior Secondary
FAQ

Frequently asked questions about Sean Phillips

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

What company does Sean Phillips work for?

Sean Phillips works for Investia Financial Services Inc..

What is Sean Phillips's role at Investia Financial Services Inc.?

Sean Phillips is listed as Financial Advisor at Investia Financial Services Inc..

What is Sean Phillips's email address?

AeroLeads has found 1 work email signal at @investorsgroup.com for Sean Phillips at Investia Financial Services Inc..

Where is Sean Phillips based?

Sean Phillips is based in Kamloops, British Columbia, Canada while working with Investia Financial Services Inc..

What companies has Sean Phillips worked for?

Sean Phillips has worked for Investia Financial Services Inc. and Investors Group Financial Services Inc..

Who are Sean Phillips's colleagues at Investia Financial Services Inc.?

Sean Phillips's colleagues at Investia Financial Services Inc. include Jenna Corbett, Simon-Pierre Gingras, Raguiatou Barry, Renée Ménard Cpa, and Patrice Nardozza.

How can I contact Sean Phillips?

You can use AeroLeads to view verified contact signals for Sean Phillips at Investia Financial Services Inc., including work email, phone, and LinkedIn data when available.

What schools did Sean Phillips attend?

Sean Phillips holds Cifc Mutual Funds from Ifse.

What skills is Sean Phillips known for?

Sean Phillips is listed with skills including Investments, Finance, Portfolio Management, Insurance, Life Insurance, Risk Management, Marketing Strategy, and Small Business.

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