District Manager

Jay Phillips

FIC

I’ve been in the Financial Services Industry for almost 28 years – most of the time with a large Canadian Insurance Company, first as an Advisor, then ultimately becoming the Financial Centre Manager for one of their largest Branches based in Halifax, NS.  My primary role included overseeing 50+ Advisors and Licenced Assistants, Trainers, Administrative Staff, and a Team of Managers.

I loved what I did but felt the company became so large through mergers and acquisitions, with a greater focus on corporate profit.  I started to lose my excitement and passion with the direction we were taking.  So when I was approached by a former colleague about joining FaithLife Financial, as a District Manager in Manitoba,  I felt the Company and the role really resonated with me, and so I jumped at the opportunity.

I have spent much time over the years taking Industry related courses, attending conferences, and enhancing my knowledge to share with Clients and Financial Representatives.  I have been a member of Advocis for many years, and have recently achieved my Fraternal Insurance Counselor designation.

I have three fantastic children, Spencer, Connor, and Aubrey who are all actively involved in Hockey amongst many other activities!

As a District Manager, I am focused on expanding our presence throughout Manitoba and Saskatchewan, and I look forward to working with individuals and families to help protect their financial futures.

How We’ll Work Together

For every stage of life, being wise with money starts with a plan. Together, using the five financial principles to live by, I will help you protect your financial future and feel confident about your finances.

Based on your personal needs and preferences, we will work together using the following six- step process to help identify your financial goals and develop a plan to help you reach them.

  1. Understand your financial objectives and concerns.
  2. Personalize how we work together based on your needs and preferences.
  3. Gather your information to understand your current situation.
  4. Analyze your information to develop a personalized plan.
  5. Implement the desired strategies within your plan.
  6. Review progress towards your goals and make necessary adjustments.

As your Financial Representative, I will help you plan, protect and invest wisely so you can achieve your financial goals and give back along the way.

Products and Services

I offer insurance and investment solutions to protect your financial future.

  • Life Insurance
  • Education savings for your children or grandchildren
  • Critical Illness, Disability and Long-Term Care Insurance
  • Investments for your short and long-term goals
  • Savings and retirement income
  • Charitable giving options

Contact Me

Contact me today for a free financial review!

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