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.
2022 Multi-Asset Outlook
Dec 24, 2021
Alfred Lam shares his multi-asset outlook for the coming year and what the impact could be to investors’ portfolios....Read more
RRIF, meet JLTD
Dec 15, 2021
If assets remain in a Registered Retirement Income Fund (RRIF), the estate may owe tax equal to about half the value. But a couple can offset the tax with a strategy you may not know about....Read more
Prepare for the unexpected
Dec 15, 2021
The pandemic taught us that anything can happen at any time. We’ve got several solutions you can put in place in advance to manage unexpected situations that may arise....Read more
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