Phil Jackson

Financial Advisor

Phil Jackson has been providing financial strategies for his clients since 2003. His previous career serving the industrial and manufacturing industry has assisted him in explaining investment strategies to his clients.


"I take my responsibilities to all my clients seriously and always place their interest's first. We meet on a regular basis to review financial strategies and evaluate our progress. My clients expect me to guide them in the development and implementation of a sound financial plan. To do this I’ll endeavor to understand their financial position, their goals, timeline, market risk tolerance, tax status BUT most of all their family and any personal matters affecting their financial well-being. Together, we will develop and implement a plan designed to achieve those goals."

"I am a past director of a nonprofit seniors’ organization that is dedicated to provide seniors services inside and outside their home. Their mission is to have all seniors remain in their homes for as long as possible. I have recently joined the Collingwood Chamber of Commerce which is also a nonprofit organization that encompasses hundreds of businesses and serves the Collingwood business community. I am also proud to have been accepted to the Collingwood Rotary Club whose mission statement is “Building a Stronger Community Through Service Above Self”.