Testimonials
What clients are saying...
- Phil has been a good listener and advisor. He organized our investments in such a way that we now have a portfolio designed to meet our ongoing needs...
- - George and Eleanor Main, UK (formerly of Oakville, Ontario) (Retired)
- Phil has done an excellent job helping us get our investments organized into a meaningful portfolio, geared to our goals...
- - Ray and Tammy Simmons, Markham (Business Owners)
- Philip has been a helpful organizer, planner, and sounding board. We have found him to be someone who can bring expertise and an objective viewpoint...
- - Brian and Catharine Empey, (Physiotherapist, Teacher)
- Every successful engineer knows that a winning project relies on two basic principles: an outstanding team and a thorough and well-developed plan of execution. Not surprisingly, financial success is dependent on the same requirements. I found that the W.I.S.E.™ process provides an excellent system for planning and scheduling one's financial, legal and retirement needs. Philip Evenden and his team provide efficient and professional coaching to help the client implement this service to its full potential.
- I strongly recommend Philip and his W.I.S.E.™ approach to anyone looking to plan for their financial future.
- - Jeremy Okolisan, P. Eng (Business Development Manager)