Phillip South Financial

Phillip South Financial When it comes to my practice, discipline is always my top priority. No matter what life has in store for you, you can always count on me.

Empowering businesses, entrepreneurs, & families with tailored financial strategies.
📍 Trusted by 600+ clients
📈 Taking on 5 businesses and 10 families monthly
🗓️ Secure your appointment today! I've completed the necessary licensing requirements and always pursue professional skills and training so that I can put the latest industry knowledge to work for you. Desjardins Financial Security Independ

ent Network ensures strict adherence to professional standards, obligations and regulations. As your advisor, you and I will rely upon the comprehensive review of your situation and your goals that we undertook together to guide us through good times and bad. I’m in your corner, always there to help you stay the course and push your limits. Together, we’ll do more. I am an individual that leads with logic, passion, and acts of service. I have owned and operated a few businesses in the health and fitness industry, in the creative interior/graphic design industry, in the printing industry, and in the construction industry for the past 20 years. This has opened my understanding to the needs and concerns of business owners and employees within those respected markets and beyond. I look forward to working with you to protect your business, your family, and your biggest asset which is your life.

STRONG WOMEN helped shape the man I became.From the women in my family to the incredible leaders and entrepreneurs I mee...
03/08/2026

STRONG WOMEN helped shape the man I became.

From the women in my family to the incredible leaders and entrepreneurs I meet every day, I’ve seen firsthand the strength, intelligence, and determination that moves the world forward.

Today I’m celebrating the women who lead, build, create, challenge, and inspire.

Tag a woman who has made an impact in your life and tell her why she matters. Let’s give flowers while people can still smell them.

Running hard means you need a break—but not a financial risk. I help founders secure the right travel coverage so they c...
08/18/2025

Running hard means you need a break—but not a financial risk. I help founders secure the right travel coverage so they can disconnect without worry. Peace of mind isn’t optional when you’re always on the move.

Contact me today for a free consultation to discuss financial protection and wealth building strategies.

Phillip South
Life - Health - Group - (Seg-Fund) Investment
Financial Insurance Advisor

📧 [email protected]
🌐 Phillipsouthfinancial.ca

What happens if you can’t work? Your finances should still function. I build insurance plans that continue protecting yo...
08/15/2025

What happens if you can’t work? Your finances should still function. I build insurance plans that continue protecting your income and your future—even during downtime, recovery, or pause. Your safety net stays active, even if you can’t be.

Contact me today for a free consultation to discuss financial protection and wealth building strategies.

Phillip South
Life - Health - Group - (Seg-Fund) Investment
Financial Insurance Advisor

📧 [email protected]
🌐 Phillipsouthfinancial.ca

You’re scaling fast—your tax plan should keep up. I help founders hold on to more income and reinvest wisely with clear,...
08/13/2025

You’re scaling fast—your tax plan should keep up. I help founders hold on to more income and reinvest wisely with clear, founder-friendly strategies. Pay less in taxes, grow more in returns.

Contact me today for a free consultation to discuss financial protection and wealth building strategies.

Phillip South
Life - Health - Group - (Seg-Fund) Investment
Financial Insurance Advisor

📧 [email protected]
🌐 Phillipsouthfinancial.ca

I help you plan ahead with critical illness coverage that keeps your income flowing and your business stable. While you ...
08/11/2025

I help you plan ahead with critical illness coverage that keeps your income flowing and your business stable.

While you focus on recovery, your bills, operations, and financial peace of mind stay protected. Let’s build a safety net that works when you need it most.

Phillip South
Life - Health - Group - (Seg-Fund) Investment
Financial Insurance Advisor

📧 [email protected]
🌐 Phillipsouthfinancial.ca

Founders need time away—but financial stress shouldn't follow. I build travel insurance into your financial plan, so you...
08/08/2025

Founders need time away—but financial stress shouldn't follow. I build travel insurance into your financial plan, so you’re protected from delays, emergencies, or disruptions. Unplug with confidence and return recharged.

Contact me today for a free consultation to discuss financial protection and wealth building strategies.

Phillip South
Life - Health - Group - (Seg-Fund) Investment
Financial Insurance Advisor

📧 [email protected]
🌐 Phillipsouthfinancial.ca

A health scare can shake everything—but it shouldn’t sink your finances. I help you build a critical illness plan that g...
08/06/2025

A health scare can shake everything—but it shouldn’t sink your finances. I help you build a critical illness plan that gives you options, breathing room, and support when you need it most. Be ready for the unexpected with a smart cushion in place.

Contact me today for a free consultation to discuss financial protection and wealth building strategies.

Phillip South
Life - Health - Group - (Seg-Fund) Investment
Financial Insurance Advisor

📧 [email protected]
🌐 Link in bio

A single accident shouldn’t stop the engine of your business. I help tech entrepreneurs protect their income with disabi...
08/04/2025

A single accident shouldn’t stop the engine of your business. I help tech entrepreneurs protect their income with disability insurance that’s flexible and founder-friendly. So you can recover fully—without worrying about financial damage.

Contact me today for a free consultation to discuss financial protection and wealth building strategies.

Phillip South
Life - Health - Group - (Seg-Fund) Investment
Financial Insurance Advisor

📧 [email protected]
🌐 Phillipsouthfinancial.ca

Your calendar says “vacation”—make sure your protection plan agrees. I help cover the logistics behind the scenes so you...
08/01/2025

Your calendar says “vacation”—make sure your protection plan agrees. I help cover the logistics behind the scenes so your trip runs smoothly, even when life throws curveballs. Smart coverage turns detours into minor hiccups.

Contact me today for a free consultation to discuss financial protection and wealth building strategies.

Phillip South
Life - Health - Group - (Seg-Fund) Investment
Financial Insurance Advisor

📧 [email protected]
🌐 Phillipsouthfinancial.ca

Your investment tools should work together—not compete. Whether you're optimizing RRSPs, TFSAs, or corporate savings, I ...
07/30/2025

Your investment tools should work together—not compete. Whether you're optimizing RRSPs, TFSAs, or corporate savings, I align your accounts with your long-term goals. Let’s make your structure as scalable as your product.

Contact me today for a free consultation to discuss financial protection and wealth building strategies.

Phillip South
Life - Health - Group - (Seg-Fund) Investment
Financial Insurance Advisor

📧 [email protected]
🌐 Phillipsouthfinancial.ca

Address

406-155 Rexdale Boulevard
Toronto, ON
M9W5Z8

Opening Hours

Monday 9am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 7pm
Saturday 9am - 7pm
Sunday 1pm - 7pm

Telephone

+16478290849

Website

https://outlook.office365.com/owa/calendar/[email protected]/bookings/

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