McPhail Financial Services Inc.

McPhail Financial Services Inc. Financial Planning rooted in strength! Bonnie and her team will help you to become financially prepared for what ever may come your way!

06/28/2023
06/28/2023
Bonnie founded the company in 2017 and is the President and Owner of McPhail Financial Services Inc.Upon graduating from...
06/14/2019

Bonnie founded the company in 2017 and is the President and Owner of McPhail Financial Services Inc.
Upon graduating from McMaster University with a B.A. (Econ) degree, Bonnie immediately accepted a sales position with the London Life Insurance Company. Bonnie has over 30 years of experience in financial services. She has earned her designations as a Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant and Elder Planning Counsellor
Bonnie works together with her clients to help them better understand and plan for their financial future.
Away from the business, Bonnie is equally active with other endeavors. She is active on the board of Smithville United Church, a Partner for Life Champion for Canadian Blood Services with more than 50 personal donations, and an active member of the WalkingFit power walking group.
Bonnie is happily married to her high school sweetheart Dennis. They enjoy spending time with their 3 adult sons, daughters-in-law, extended family and friends.

Address

6140 Sixteen Road
Smithville, ON
L0R2A0

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+19055315881

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