Philip G. Sallaj, CFP, CLU, CH.F.C., CHS
Principal & Managing Partner
Immediately after completing his Commerce Degree from Mount Allison University in 1996, Phil was recruited by London Life. He started building his practice with young professionals and business owners while working on his professional designations. In 1999, Phil moved his business to The Planning Group NB Inc.
Phil went on to complete his Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (CH.F.C.) and Certified Health Insurance Specialist (CHS) designations. By being a business owner himself, Phil is able to relate to the issues and challenges of his clients. He understands that financial planning is more than having a diversified portfolio.
In January 2017, Phil purchased The Planning Group NB Inc. and continued to expand the firm by adding new team members.
Phil is a member of the Million Dollar Round Table (MDRT) Honor Roll, a Life and Qualifying Member of the MDRT. He is a member of Advocis, the Financial Advisors Association of Canada. Staying active in the community is very important to Phil, as he is a former Coach with the Moncton Minor Hockey Association and served on the Birchmount Home & School Association for many years. He is a member of both the Moncton Squash Club and 100 Men Who Care of Greater Moncton.
Suite 201, 814 Main Street, Moncton, NB E1C 1E6 • (506) 382-6111
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residents of New Brunswick and Nova Scotia only.