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.
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.
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 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
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
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.
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.
Iris
Colford
FLMI, ACS, AIAA
Marketing Associate
Contact Us
Suite 201, 814 Main Street, Moncton, NB E1C 1E6
(506) 382-6111
(506) 382-6100