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
PERSONAL PLANNING
Retirement
Investments
Insurance
Estates
Tax
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.
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 for Philip, as he has coached minor sports for many years and has served as the Strategic Fundraising Cabinet Chair for the United Way.
Client care is the driving force behind Janice’s extensive background in office management. Janice joined The Planning Group NB Inc. in 2022. With over twenty years of experience, her organizational skills, dependability, and outgoing personality enables her to support our clients. In her spare time, she is a Yoga enthusiast as well as a local Abstract Artist. Janice is also a Commissioner of Oaths for NB, which adds to the many services we provide.
Janice
Cook
Marketing Associate
Philippe
D'Astous
CFA, CFP, BFin
Certified Financial
Planner
Creating wealth has always been a passion for Philippe. He enjoys making recommendations in a simple and transparent manner with his clients to ensure they feel comfortable and confident throughout the entire process. Philippe’s practice began in 2016.
Brady
Miller
QAFPTM
Associate Advisor
Brady’s enthusiasm for the financial industry fuels his passion to help families, individuals and businesses reach their goals. He is dedicated to his clients, by building financial independence through strategic planning and careful risk management. Brady’s practice began in 2019.
Having worked in the financial industry since 2017 with an extensive background in client relations,
Lee-Ann joined The Planning Group NB Inc. in 2022. Her amiable and dependable personality, combined with her organizational skills, is an asset to our firm. In her spare time, she enjoys playing golf, camping, and good food with great company.
Lee-Ann
LeBlanc
Client Relations Specialist
Contact Us
Suite 201, 814 Main Street, Moncton, NB E1C 1E6
(506) 382-6111
(506) 382-6100