Find a CEA

I have served our clients in the Financial Services business for more than 35 years. The past 23 years at Edward Jones in Exeter, ON. We specialize in serving the serious long term individual investor. Understanding what an executor does, their responsibilities and the important role they play in making sure families are properly served is an important part of my service.

No profile

"Certified Financial Planner (CFP) with a passion and reputation for helping everyday people improve their lives by making small, yet meaningful financial improvements. I believe that everyone deserves a sound and practical financial advice. Our effectiveness is due to our excellence in building personal relationships, which can be attributed to our interest in learning about your purpose, your values and your goals. We take no shortcuts when it comes to tax, retirement and estate planning. After due analysis of your situation, we provide advise and products. Some of the products we sell are mutual fund investments, RRSP, TFSA, RESP, annuities, life, disability and critical illness insurance, business and group insurance"

Heisz is a full service Independent Financial Broker office located in Mitchell Ontario. We  represent several of Canada's largest insurers, providing insurance, investment as well as retirement income and security advice to a wide array of clientele.

Through our tax division, we provide tax preparation, filing and consultation services in London as well as Perth and Bruce counties.

Phil Heisz B.A(Hons) graduated from Western University with an advanced degree in Economics, is a member of the Independent Financial Brokers of Canada and is a Certified Elder Planner accredited through CIEPS.

We pride ourselves on personal service, integrity and efficiency.

I am a retired financial advisor of almost 30 years with IG Private Wealth Management.  I was in the top 2% of advisors the last 21 years within our conpany.  I want to continue helping people in retirement by providing a need for those looking for an experienced, knowledgeable and professional executor for their estate at a reasonable price

Herod Financial Services is a cutting edge financial firm
that specializes in providing personalized financial solutions to individuals
and business.  With a team of skilled professionals and advanced
technology, we offer a range of services including wealth management, estate,
retirement and multi generational planning, tax strategy and investment
advice.  Our approach is tailored to the unique needs and goals of each
client, with a focus of maximizing returns and minimizing risk.  At Herod
Financial Services we pride ourselves on our superior customer service,
attention to detail and commitment to helping our client achieve financial
success.

I am a Member service Supervisor for Access Credit Union. I deal with estates on a daily basis and would like to broaden my knowledge with respect to handling estates and providing advice for estate administrators. 

My main area of practice is to provide guidance and solutions to retirement and estate planning, as well as protecting clients' assets in the event outside their control.  I am a Qualified Associate Financial Planner and an Elder Planner Counsellor.  With more than 25 years of investment experience in the financial industry and previously worked with seasoned fund managers in securities firms, I enjoyed very much working with my clients in which the majority group is people over 60+.   I am licensed to offer life and health coverages with main focus on asset transfer strategies to beneficiaries / next generation.