Phil Béland - Director, Financial Advisor & Career Development

01/21/2026

Great read from The Globe and Mail on why conversations about life insurance should bring relief, not fear.

Too often, life insurance is framed around worst-case scenarios. In reality, it’s about peace of mind, protection, and knowing your family will be okay—no matter what.

When we change how we talk about it, we change how people feel about it.

Worth the read. 👇

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01/21/2026

Great read from The Globe and Mail on why conversations about life insurance should bring relief, not fear. Too often, life insurance is framed around worst-case scenarios.

In reality, it’s about peace of mind, protection, and knowing your family will be okay, no matter what. When we change how we talk about it, we change how people feel about it.

Worth the read. 👇

Sponsor Content

01/21/2026

Great read from The Globe and Mail on why conversations about life insurance should bring relief, not fear.

Too often, life insurance is framed around worst-case scenarios. In reality, it’s about peace of mind, protection, and knowing your family will be okay—no matter what.

When we change how we talk about it, we change how people feel about it.

Worth the read. 👇

Sponsor Content

01/20/2026

Great read from The Globe and Mail on why conversations about life insurance should bring relief, not fear.

Too often, life insurance is framed around worst-case scenarios. In reality, it’s about peace of mind, protection, and knowing your family will be okay, no matter what.

When we change how we talk about it, we change how people feel about it.

Worth the read. 👇

https://www.theglobeandmail.com/business/adv/article-why-talking-about-life-insurance-brings-relief-not-fear/?utm_source=Shared+Article+Sent+to+User&utm_medium=LinkCopy&utm_campaign=Shared+Web+Article+Links&fbclid=IwY2xjawPco1RleHRuA2FlbQIxMABicmlkETFZQWRabVVpR0psMVROektOc3J0YwZhcHBfaWQQMjIyMDM5MTc4ODIwMDg5MgABHkEk_k-ODG2TTSedAA7kvtNFsjGODWTLM4Y03OU3fFiUa7rTH3EMAjon9kp1_aem_vsCfbPfJO91G2hHfcs9GsA

Sponsor Content

01/20/2026

Great read from The Globe and Mail on why conversations about life insurance should bring relief, not fear.

Too often, life insurance is framed around worst-case scenarios. In reality, it’s about peace of mind, protection, and knowing your family will be okay, no matter what.

When we change how we talk about it, we change how people feel about it.

Worth the read. 👇

Sponsor Content

12/28/2025

As 2025 comes to an end, I’ve been reflecting on the progress we’ve made and the foundation we’ve put in place.

This year, we focused on developing people, strengthening leadership, and creating an environment where advisors can grow with confidence and purpose. 📈

What I’m most proud of isn’t just the results — it’s the culture:
• Continuous development
• High standards
• Trust with clients
• Support for one another

As we head into 2026, the focus is clear:
➡️ Deeper advisor development
➡️ A stronger leadership bench
➡️ Sustainable growth across New Brunswick
➡️ Continuing to help families make better financial decisions

To our clients, thank you for the confidence you place in us — it’s never taken lightly.

Grateful for the team, the collaboration, and the clients who trust us every day.

Wishing my network an incredible year ahead as we turn the page and begin writing 2026. 🚀

10/10/2024

We had the pleasure of sharing tips and tricks with Jon from The Elmwood Group, discussing finances and how we simplify them for Atlantic Canadians.

Our episode is now live on YouTube and Spotify!

- We're LIVE! | Here's How. EP 21 -

We explored the transformative world of life insurance with Shane Larocque and Phil Béland from IA Financial Group, who are leading the way in reshaping how people understand and benefit from life insurance policies.

For anyone interested in understanding life insurance beyond its traditional scope, this episode is an eye-opener to the many options available, showcasing life insurance as a versatile and strategic financial tool. Oh, and if that's not enough, be sure to check out their podcast, "Harbour Trust Podcast," where they offer all their knowledge online for free.

Join us in this episode as we share their expertise and passion for helping people achieve a better, more secure life through informed financial decisions.

Available on Spotify & YouTube:

YouTube: https://www.youtube.com/watch?v=iZ7mEh8WqBU
Spotify: https://podcasters.spotify.com/pod/show/elmwood-group/episodes/Heres-How--EP-21--Phil-Bland--Shane-Larocque--Is-Life-Insurance-Worth-it--What-You-Should-Know-e2pdvcg

10/03/2024

🚗🏡 New Brunswick friends! 🚗🏡

I’m teaming up with a company here in NB to help people find better rates on Home and Auto insurance. If you’re thinking of switching or just curious to see what other options are out there, feel free to send me a message. I’ll add you to the list to get more info!

09/25/2024

All fun last night with elmwoodgroup on their Here’s How podcasts. Thanks for having us, Jon.

09/20/2024

Episode #2 is now live🚀

HarbourTrust Financial Podcast

https://www.youtube.com/watch?v=sY4ICGgYgyc

02/18/2024

It's normal to feel uncertain about financial planning, but don't let fear stop you from preparing for the future. Here are seven ways to overcome financial fears.

🔹Create a budget
🔹Build an emergency
🔹Educate yourself
🔹Seek professional help
🔹Face your fears
🔹Practice mindfulness
🔹Celebrate small wins

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