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planning to give you peace of mind in your future.
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The Problem
The problem with traditional financial planning;
Missing critical parts of the plan outside the advisor’s scope of services
Expensive and unclear commission structures
Product focused instead of personalized service to you
Generic one-size fits all plans that do not serve you
In the recent 2018 Federal Budget, the finance minister introduced new legislation that affects business owners that have passive assets within...Read More
In a previous post I briefly described the difference between non-eligible dividends and eligible dividends. This is an important topic to understand...Read More
I can’t say enough great things about Philip and Quantum Financial! The complexities of finance can be overwhelming... and I require a visual approach to understanding. Philip took the time to literally draw out the breakdown of my financial position, goals, and how each piece of his financial services could add value to my business.What makes him exceptional was when he told me of the services I didn’t need and why. Truly set me and my company up for future success. He has my respect and business!read more
If you are a business owner I highly recommend that you speak to Philip Setter with Business Critical. His knowledge... about corporate tax strategies and financial planning is incredible. You will wish that you spoke with Philip and implemented his strategies years ago.read more
Philip is one of the most knowledgeable corporate insurance professionals I know. Corporate planning takes expertise,... you must "get it right" the first time, and he definitely has the capabilities. Great guy as well!read more
If you are looking for someone to help you with your financial services who is a tax planning/strategic whiz, Philip is... your guy! With his down to earth and easy going personality coupled with his clear, concise communication skills he makes complicated and confusing finance and tax stuff easy to understand. Philip is passionate about his work and it shows! I would highly recommend him as an honest and knowledgeable finance expert.read more
As owner of A laptop shoppe, i have developed a Professional relationship with Phil , Purchasing insurance was a good... experience, i quickly built a trust relationship and felt confident with Phil's expertise and knowledge. I really appreciate Phil's Punctuality and Determination finding answers matching my needs.read more
