Philip Heffernan, CFP
Philip Heffernan is an Investment Advisor and Certified Financial Planner professional located in Rothesay, New Brunswick. Philip joined Assante Capital Management Ltd. in 2017 bringing over 25 years of experience in the financial services industry. Philip grew up in Saint John and graduated from University New Brunswick in Fredericton. Specializing in tax and retirement planning, he provides complete advice to pre-retirees and retirees. He firmly believes in putting his clients' needs first and works with them to create a stable retirement.
Philip is family oriented and loves spending time with his wife and their four children –they spend the majority of their free time at the family cottage, boating and are preparing for their first grandchild! Family comes first to Philip and that’s one reason he loves helping his clients reach their goals, so they can focus on what is most important to them.
As part of Assante’s Complete approach our advisors will work with your current accountant, lawyer, insurance provider etc to build your plan or they can leverage the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and Assante Private Client, a division of CI Private Counsel LP. for support.
À la retraite, la littératie financière prend de l’ampleur
Jun 02, 2023
La planification du patrimoine à la retraite implique de nouvelles règles, de nouveaux produits et de nouvelles stratégies – mais ne vous sentez pas stressé. Nous vous tiendrons informé et vous aiderons à explorer vos options....Read more
Réduire la taille de votre maison : est-ce la bonne décision?
Jun 02, 2023
De nombreuses personnes à l’approche de la retraite ou en cours de retraite sont partagées entre l’idée de réduire la taille de leur maison et celle de rester dans leur domicile actuel. Voici quelques éléments à prendre en compte....Read more
Have you named a trusted contact person?
Jun 01, 2023
If you haven’t already given us the name of a “trusted contact person,” read why naming one now could help you in the future....Read more
Leave a Note
Please fill out the form below