Philip Bisset Covaneiro, Cfp
About Philip Bisset Covaneiro, Cfp
Philip Bisset Covaneiro is a Senior Financial Planner at Investors Group Financial Services Inc. in Victoria, BC, with over 17 years of experience. He also founded Your Entrepreneurial Society of Victoria in 2006 and conducts workshops and coaching sessions to educate clients on financial strategies.
Work at Investors Group Financial Services Inc.
Philip Bisset Covaneiro has served as a Senior Financial Planner at Investors Group Financial Services Inc. since 2007. In this role, he provides financial planning services to clients, focusing on strategies that are often overlooked. He conducts free workshops and personal coaching sessions to educate clients about financial management. His extensive experience in the financial sector spans over 17 years, and he operates from the Victoria, BC office located at 101-4400 Chatterton Way.
Education and Expertise
Philip Bisset Covaneiro holds a Bachelor of Science degree in Economics from the University of Victoria, where he studied from 2004 to 2008. He also completed his secondary education at Sutherland Secondary School from 1994 to 2000. In addition to his academic background, he is a Certified Financial Planner (CFP) and holds the Registered Retirement Consultant (RRC) designation, which enhances his expertise in financial planning and retirement strategies.
Background as Founder and President of Your Entrepreneurial Society of Victoria
Since 2006, Philip Bisset Covaneiro has been the Founder and President of Your Entrepreneurial Society of Victoria. This organization focuses on supporting entrepreneurs in the Victoria area. His leadership role has allowed him to engage with motivated individuals seeking to improve their financial literacy and business acumen, further demonstrating his commitment to financial education and community development.
Client Engagement and Services Offered
Philip actively seeks out motivated clients who are dedicated to achieving financial success. He offers complementary consultations to assess clients' current financial situations, providing tailored advice and strategies to help them reach their financial goals. His approach emphasizes education and empowerment, ensuring clients understand their financial options and the importance of strategic planning.