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Philip Tonge CFP CLU RRC

Partner - Senior Financial PlannerTonge McChlery & AssociatesToronto, Ontario

After over 20 years in financial management, we know the biggest obstacles people face when managing their finances is time and doubt. Everyone has experienced a shortage of time and attention to properly utilize all that is available to them and then create doubt in their decisions due to quick decisions, or no decisions at all.
With over 100,000 licensed investment and insurance “sales people” in Canada, it is important to work with accredited professionals in Wealth Management. Holding the CERTIFIED FINANCIAL PLANNER, Chartered Life Underwriter (tax and estate planning) and the Registered Retirement Consultant (RRC) designations, puts us in the top 5% of accredited financial advisors in the country*.
Our clients do not need to choose between convenience and specialized advice. Our practice is designed to allow you to live the life you desire while having your financial affairs closely managed.
*Based on CSA, Advocis and FPSC

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Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Ontario

Certification/Additional Courses ?

CFP® CLU® RRC

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Bond Exchange Traded Fund (ETF) Guaranteed Investment Certificate (GIC) Mutual Fund Security Segregated Fund Stock
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