Philippe D’Astous, BBA

Financial Security Advisor

English | Français

 

In 2016, after completing a bachelor’s degree in Business Administration at Université de Moncton with a double major in Finance and Accounting, Philippe was recruited by Freedom 55 Financial, a division of London Life. Over the next three years, he worked exceptionally hard to build his practice and deepen his knowledge in the field of financial planning. In January 2019, Philippe moved his business to The Planning Group NB Inc.

 

In August 2018, Philippe passed the CFA level 3 exam and will become a Chartered Financial Analyst (CFA) in 2020. The firm is very excited to bring this level of expertise to the team, as this designation is very highly respected in the wealth management industry.

 

The stock market has always been a passion for Philippe. At the age of 14, after reading his first book on Warren Buffet, Philippe began investing and continues to do so to this day. He has made it his personal mission to master the art of investing by getting his CFA designation and reading numerous books per year on the subject.

 

Philippe loves to learn and is committed to improving his expertise to the highest level. He is already taking steps to pursuing his Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations.

 

He is committed to providing honest and valuable service and advice to his clients. Philippe’s goal is for the client to be involved throughout the entire planning process. It is crucial that his clients understand the basis of his recommendations before implementing them in their financial plan.

 

In his spare time, you might find him at the hockey rink, squash courts or the golf course.

 

Philippe’s services are offered in English and in French.

 

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Suite 201, 814 Main Street, Moncton, NB  E1C 1E6  •  (506) 382-6111

 

The information on this website is intended for
residents of New Brunswick and Nova Scotia only.