Phillips & Son Financial Inc.

Phillips & Son Financial Inc. Phillips & Son Financial Inc. is a family owned financial planning center supporting Kawartha Lakes, Trent Hills, and surrounding area.

Mutual funds provided through Sterling Mutuals Inc.

08/06/2026
🤝 Member Spotlight: Phillips & Son Financials🤝Building a strong financial future starts with having the right guidance a...
08/06/2026

🤝 Member Spotlight: Phillips & Son Financials🤝

Building a strong financial future starts with having the right guidance and support. At Phillips & Son Financials, their team is dedicated to helping individuals and families navigate their financial goals through personalized planning and trusted advice.

Phillips & Son Financials is a family-owned financial planning centre proudly supporting Kawartha Lakes, Trent Hills, and surrounding areas. After completing her CFP designation, Alexis opened the Bobcaygeon office in 2001. Gregory joined the family business in 2017, and the company officially became Phillips & Son Financials in 2020.

Through personalized financial planning, investment guidance, and insurance solutions, Phillips & Son Financials works with clients to create strategies that align with their unique needs and future goals. Their team understands that every financial journey looks different and takes the time to provide thoughtful guidance and support along the way.

With deep roots in the community and a focus on building lasting relationships, Phillips & Son Financials is proud to help clients plan for the future while continuing to call Bobcaygeon home.

📍 109 East Street North, Bobcaygeon, ON
🌐 Website: https://phillipsfinancials.ca
📞 Phone: 705-738-4427

07/28/2026
07/22/2026

MEET THE SPONSORS!

Thank you, Phillips & Son Financial Inc.!

Phillips & Son Financial Inc. is a family-owned financial planning center proudly serving Kawartha Lakes, Trent Hills, and surrounding areas.

Founded by Alexis Phillips CFP in 2001, the business has continued to grow through strong community connections and trusted client relationships.

Gregory joined the family business in 2017, leading to the incorporation to Phillips & Son Financial Inc. in 2020 and the opening of their second office in Hastings in 2024.

Phillips & Son Financial Inc. is proud to support local events and contribute to the growth and strength of the communities we serve.

Thank-you, Alexis & Gregory, for your continued support and sponsorship of our Youngest and Oldest Fiddler and Stepdancer awards!

07/21/2026

The Prize List is now posted on the website!

THANK-YOU you to these Sponsors for making it happen!

07/17/2026

Will we see you this weekend?
Don't miss this show!

Katherine & Terence Helmer –
"Now You Know The Cruelty Of Flowers"

EXHIBITION DATES: June 20th – August 2nd

Saturdays & Sundays | 10 AM – 4 PM
Free Admission

The Ah! Centre, along with Phillips & Son Financial, and Sterling Mutuals Inc. presents a joint exhibition featuring the artwork of the late Katherine Helmer and her husband, Terence Helmer. More info here -->> https://ahcentre.ca/

Katherine Helmer's artwork, which spans several decades has been featured in collections across Canada, the United States and Great Britain. Her landscape pieces are known for their sensitive observations of nature, while her finely crafted still lifes, portraits and paintings reflect a deeply personal expression of her life as a mother, wife and artist.

While Terence Helmer is best known as an accomplished violinist & educator, and founding member of the Orford String Quartet, one of Canada's leading chamber music ensembles, his paintings are lyrical abstractions inspired by the natural world, combining rich textures, subtle colour harmonies, and gestural mark-making to create evocative, landscape-like compositions.

03/12/2026

⛸️ March Break Free Public Skating at the Asphodel-Norwood Community Centre (ANCC)!

Looking for something fun to do over March Break? Enjoy free public skating all week at the Asphodel-Norwood Community Centre thanks to our generous community sponsors!

• Fri., March 13 – 12:00–1:30 p.m. (Sponsored by Maple View Retirement Norwood Ontario)

• Mon., March 16 – 12:00–1:30 p.m. (Sponsored by Asphodel-Norwood Public Library)

• Tue., March 17 – 11:30 a.m.–1:00 p.m. (Sponsored by Friendly Town Car Wash)
🍀 St. Patrick’s Day Skate! Dress in green for a chance to win one of two $5 ANCC Canteen vouchers

• Wed., March 18 – 12:30–2:00 p.m. (Sponsored by Friendly Town Car Wash)

• Thu., March 19 – 11:30 a.m.–1:00 p.m. (Sponsored by Phillips & Son Financial)

• Fri., March 20 – 12:00–1:30 p.m. (Sponsored by Linlor Farm Pure Maple Products – Lori Burtt & Family)

🪖 CSA Approved helmets are strongly recommended

Interested in sponsoring a public skate session? Contact us at:
📞 705-639-2342
📧 [email protected]

For more details, visit: www.antownship.ca/publicskating


02/25/2026

⭐Congratulations to Phillips & Son Financial Inc. on the grand opening of their new office in Hastings! ⭐

It was a pleasure to join you for your ribbon-cutting ceremony today! (Pictured from left to right: Adrianne Towns (past chair, Trent Hills Chamber), Craig Wilson (AGF Advisor), Councillor Dennis Savery, Mayor Bob Crate, Alexis Phillips, Gregory Phillips, Patricia Heffernan, Crystal Boivin, and Deputy Mayor Mike Metcalf.

Their Open House continues tomorrow, Friday, January 17, from 10 AM to 4 PM. Meet the team, enjoy refreshments, and learn about their services. Phillips & Son Financial Inc. specializes in Mutual Funds (through Sterling Mutuals Inc.), GICs, insurance solutions, and mortgages (through Dominion Lending).

Connect with them by phone at (705) 696-3032, by email at [email protected] or visit them at 8 Water St., Unit 4, Hastings (between Roma’s Pizzeria and Hastings First Dental). Welcome to the neighbourhood!

Address

8 Water Street Unit #4
Hastings, ON
K0L1Y0

Opening Hours

Monday 9am - 4:30am
Tuesday 9am - 4:30am
Wednesday 9am - 4:30am
Thursday 9am - 4:30am
Friday 9am - 4:30am

Telephone

+17056963032

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