Where financial planning is honest and transparent.

 

The Planning Group NB Inc. was established in 1999. The goal was to open a boutique financial planning firm that offers independent financial advice. 

Our Firm

Our Services 

Bike Riding Couple

PERSONAL PLANNING

Retirement

Investments

Insurance

Estates

Tax

In a Meeting

CORPORATE PLANNING

Maximizing
shareholder wealth

 

Corporate structures

Wealth transfer

 

Employee retention

 

Our Team 

Phil started in the financial planning industry immediately after completing his Commerce degree from Mount Allison University in 1996. He has gone on to specialize in dealing with business owners and professionals as well as the retiree market.  Community involvement has been a way of life, as Phil coached minor sports for many years and has served as the Strategic Fundraising Cabinet Chair for the United Way.

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Philip
Sallaj

CFP, CLU CH.F.C., CHS

Principal & Managing Partner

Philip started in the financial planning industry immediately after completing his Commerce degree from Mount Allison University in 1996.  He has gone on to specialize in dealing with business owners and professionals as well as the retiree market.  Community involvement has been a way of life, as Philip coached minor sports for many years and has led the fundraising campaign for the local United Way for the past few years.

Phil started in the financial planning industry immediately after completing his Commerce degree from Mount Allison University in 1996. He has gone on to specialize in dealing with business owners and professionals as well as the retiree market.  Community involvement has been a way of life, as Phil coached minor sports for many years and has served as the Strategic Fundraising Cabinet Chair for the United Way.

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Justin
Richard

CFP, CLU

Certified Financial Planner

Justin has a passion for helping his clients organize their finances in the simplest and most efficient way possible. Whether it is personal or corporate planning, Justin’s high attention to detail gives his clients confidence that he is not afraid to tackle the most complex issues. Justin’s practice began in 2014.

Phil started in the financial planning industry immediately after completing his Commerce degree from Mount Allison University in 1996. He has gone on to specialize in dealing with business owners and professionals as well as the retiree market.  Community involvement has been a way of life, as Phil coached minor sports for many years and has served as the Strategic Fundraising Cabinet Chair for the United Way.

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Philippe D'Astous

CFP, CFA

Certified Financial Planner

 

Creating wealth has always been a passion for Philippe. He enjoys making recommendations in a simple and transparent manner to ensure they feel comfortable and confident throughout the entire process. Philippe’s practice began in 2016.

Phil started in the financial planning industry immediately after completing his Commerce degree from Mount Allison University in 1996. He has gone on to specialize in dealing with business owners and professionals as well as the retiree market.  Community involvement has been a way of life, as Phil coached minor sports for many years and has served as the Strategic Fundraising Cabinet Chair for the United Way.

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Iris
Colford

FLMI, ACS, AIAA 

Marketing Associate

 

Iris’ caring nature and dedication to clients’ needs has glorified the client experience.  She has accumulated a wealth of experience over her career and serves as the firm’s Privacy Officer.   As a knowledgeable financial resource, the firm has benefited from her leadership.  She is considered as one of the founding members of the firm.

Phil started in the financial planning industry immediately after completing his Commerce degree from Mount Allison University in 1996. He has gone on to specialize in dealing with business owners and professionals as well as the retiree market.  Community involvement has been a way of life, as Phil coached minor sports for many years and has served as the Strategic Fundraising Cabinet Chair for the United Way.

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Lyndsey Haevens

Marketing Associate

Lyndsey’s outgoing personality allows her to relate to clients.  With over two decades of experience in administration, she has fined tuned the balance of meeting clients’ needs and adding value to the advisors she supports.  She is a licensed Marketing Associate with advanced organizational and problem-solving abilities.  In her spare time, she enjoys spending time with her family and the great outdoors.

Phil started in the financial planning industry immediately after completing his Commerce degree from Mount Allison University in 1996. He has gone on to specialize in dealing with business owners and professionals as well as the retiree market.  Community involvement has been a way of life, as Phil coached minor sports for many years and has served as the Strategic Fundraising Cabinet Chair for the United Way.

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Sofia
Alaoui

Marketing Associate

 

With a background in client relations, Sofia joined The Planning Group NB Inc. in March 2021. The combination of her gentle personality and her ability to complete tasks in a timely manner enhances the client experience. In addition, her exceptional organizational skills are an asset to the firm. Sofia is fluently bilingual. 

 

Contact us

Suite 201, 814 Main Street, Moncton, NB  E1C 1E6

(506) 382-6111

(506) 382-6100