Winnipeg Financial Advisor - Phil HernerHello. I’m Phil Herner. I provide financial advice to hard working professionals, business owners, and families in southern Manitoba.

I am a long-time entrepreneur and business professional turned financial advisor. As an entrepreneur I built businesses aimed at the ever-growing organic nutritional market. As a financial advisor I’m still focused on building – but now I focus on building and protecting my client’s hard earned money.

My Mission Statement

To partner with Manitoba professionals and families to implement best practice, customized financial strategies with the goal of achieving financial success for current and future generations.

My Affiliations & Expertise

  • IFSE Institute graduate – Canadian Investment Funds Course
  • LLQP
  • Member – We Believe in Winnipeg Toastmasters
  • University of Manitoba graduate – B.Sc.
  • Canadian Securities Course

My Values

My financial advisory practice is built on honesty, integrity, and transparency. I believe that the very best way to get what you want out of life is to dedicate yourself to helping others get what they want; therefore, everything I do in my practice is with the intention of moving my clients towards their goals and success.

Your Values

* Understand the value in planning ahead
* Want to work smarter, not harder
* Want to know that your assets and family are protected
* Want to develop clear goals
* Value financial independence over displays of high consumption
* Can be frugal with expenditures in order to spend less than you earn

Personal

I was born and raised in Winnipeg, MB. Following my university degree I found work and moved to Toronto, ON where I lived for 10 years. Over the years my wife (also from Winnipeg) and I wrestled with the idea of moving home but never had the right career opportunities to make it a reality, when out of the blue came the perfect “next step” opportunity for my wife…in Winnipeg! After some careful consideration for my thriving career at a financial services firm in Toronto, it was clear that moving home would be best for my family. I decided to start my own financial advisory practice with Assante Capital Management Ltd. in Winnipeg, MB.

The decision would not have been possible without the support of my lovely wife of 7 years Alison. She possesses a level of patience that I will never have and I’m lucky to call her both my wife and my best friend.

Alison is a high energy professional with a passion for talent development and human potential. She appreciates fine wine, family time, pilates, and good food. While Alison is a director level professional at a large company by day, she’s an even better mother to our daughter Emma. Born in January 2012 Emma has completely captivated our world and we wouldn’t have it any other way. Alison and I feel so blessed that our daughter will be able to grow up the way we did – surrounded by family and friends in Winnipeg.

As a Financial Advisor with Assante Capital Management Ltd., I provide customized, objective, and unbiased recommendations that are tailored to suit my clients needs and best interests. I have a passion for helping clients build long-term wealth strategies, and supporting their success.