Taking investment advice in a new direction
PHW Investment Advisory offers a different approach to investment advice so that you can take control of your finances. Our objective is for you to become your own financial advisor so you won't need to rely on anyone else for advice again.
Quite simply, PHW offers high quality investment advice without the conflicts of interest or hidden fees.
PHW specializes in teaching people how to invest, but we can help with any number of personal finance topics.
Our fees start at $500 per session. To put the cost of financial advice into perspective - if you have $25,000 invested in mutual funds you're already paying $500 in fees ... every year1.
Perhaps you're a new retiree and now have time to dedicate to your investments. Or maybe you have a financial advisor and want to get more involved or branch out on your own. Or maybe you're a complete novice who believes that no one will ever care about your financial situation more than you do. Regardless of the reason, if you want to take control of your personal finances, we can help.
I started PHW to help people learn about personal finance and become savvy investors.
My expertise is in personal finance and investments. The more that I've learned about the complexities of finances, the more it has reinforced my belief that success is achieved through simple, practical, investment solutions.
In addition to my more than 15 years working in financial services, I have a Bachelor of Commerce degree, a Masters of Business Administration and I am a Certified Investment Manager.
Let's get started. Email email@example.com today.
1According to a 2015 Investment Funds Institute of Canada (IFIC) study.
PHW Investment Advisory is an independent, privately-owned education service provider. Neither PHW Investment Advisory, nor its representatives, engage in dealing or advising in the purchase or disposition of securities.