Alexis Phillips, CFP, EPC, RIS

Alexis Phillips, CFP, EPC,  RIS Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Alexis Phillips, CFP, EPC, RIS, Financial planner, 109 East Street N, Bobcaygeon, ON.

01/30/2026

Dorothy Wedel Photography The Boyd Heritage Museum

01/30/2026

Welcome, Anna's Perennials Nursery and Gardens to the Bobcaygeon Chamber of Commerce ! A fantastic place for your gardening needs. Extremely knowledgeable.

Send a message to learn more

Excited that Phillips & Son Financial have a tree at Kawartha Lakes Festival of Trees. Happening now at Settlers' Villag...
11/14/2025

Excited that Phillips & Son Financial have a tree at Kawartha Lakes Festival of Trees. Happening now at Settlers' Village. Enjoy the sights and sounds. Thank you to all of the amazing volunteers!

Another valuable tool in the toolbox!
09/22/2023

Another valuable tool in the toolbox!

Go to the head of the class with these tax tips

This is a great book for parents to help their kids learn about money.  In Robin's words " Earn, Save, Spend, Share and ...
08/22/2023

This is a great book for parents to help their kids learn about money. In Robin's words " Earn, Save, Spend, Share and Invest"

The Wisest Investment: Teaching Your Kids to Be Responsible, Independent and Money-Smart for Life

Do you know we offer GICs?  As Independent Brokers we can shop the rates and use multiple institutions for CDIC coverage...
08/19/2022

Do you know we offer GICs? As Independent Brokers we can shop the rates and use multiple institutions for CDIC coverage.

Why rates may be set to fall in the near future

The payment in your bank account today is 1/2 of the climate rebate.  The next two payments will be 1/4 each time.  It's...
07/18/2022

The payment in your bank account today is 1/2 of the climate rebate. The next two payments will be 1/4 each time. It's confusing that this payment is larger. This payment used to be applied to your tax return as a credit.

https://www.ctvnews.ca/politics/quarterly-federal-carbon-price-rebates-appear-in-bank-accounts-with-vague-labels-1.5989645?cid=sm%3Atrueanthem%3Actvnews%3Apost&utm_campaign=trueAnthem%3A%20Trending%20Content&utm_medium=trueAnthem&utm_source=facebook&fbclid=IwAR38VKXBILRrGw64DtD_0SNHJF4KYCCJQ8PzWSze7otpDn-uvhsS79G2rL4

Canadians who pay the federal carbon price got a midsummer money drop today with the first half of their annual "climate action incentive" payment deposited into their bank accounts.

This article demonstrates the value of having a Certified Financial Planner helping you with your finances.  The questio...
07/04/2022

This article demonstrates the value of having a Certified Financial Planner helping you with your finances. The questions I answer go far beyond - "Which investment should I buy?"
Please reach out for your complementary review.

Surveys show Canadians worry more about money than personal health, work or relationships. Financial therapists say the stress can lead to anxiety, depression and other mental health challenges. Here’s how to control the stress

Millennials!  A great list of ideas for this important time in your lives.
05/31/2022

Millennials! A great list of ideas for this important time in your lives.

View key information about each available ETF or mutual fund series, including the performance history, investments and costs associated with investing.

Our office is closed today. I encourage everyone to take some time, as you need. As a survivor or as someone who needs t...
09/30/2021

Our office is closed today. I encourage everyone to take some time, as you need. As a survivor or as someone who needs to learn more.

Address

109 East Street N
Bobcaygeon, ON
K0M1A0

Alerts

Be the first to know and let us send you an email when Alexis Phillips, CFP, EPC, RIS posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share