Philip G. Sallaj, CFP, CLU, CH.F.C., CHS

Principal & Managing Partner

Immediately after completing his Commerce Degree from Mount Allison University in 1996, Phil was recruited by London Life. He started building his practice with young professionals and business owners while working on his professional designations.  In 1999, Phil moved his business to The Planning Group NB Inc.

 

Phil went on to complete his Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (CH.F.C.) and Certified Health Insurance Specialist (CHS) designations. By being a business owner himself, Phil is able to relate to the issues and challenges of his clients. He understands that financial planning is more than having a diversified portfolio.

 

In January 2017, Phil purchased The Planning Group NB Inc. from Michael Hartling and will continue to work with Michael’s clients.

 

Phil is a Life and Qualifying Member of the Million Dollar Round Table (MDRT) and a member of Advocis, the Financial Advisors Association of Canada.  Staying active in the community is very important to Phil, as he is a Coach with the Moncton Minor Hockey Association, a member of 100 Men Who Care of Greater Moncton, a member of the Birchmount Home & School Association and was a key individual in the development of the Birchmount Community Playgreen.

 

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

 

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