Philip Blake

Background

About Philip Blake

I am passionate about the relationships between physical, emotional and financial health and how they affect our lives and happiness. As a Senior Wealth Management Advisor & Portfolio Manager with Rothenberg Wealth Management, I'm blessed to be able to support professionals transition into a work-optional lifestyle with a holistic approach to retirement planning. Have you found yourself not thinking about implementing the right financial strategies in order to- Transition into a healthy work-optional lifestyle- Leave a strong legacy for your family and loved ones- Minimize taxes in the most efficient way- Spend more time with family, friends. Spend more time on traveling and hobbies? Perhaps you never had the chance to find a trusted authority in the retirement planning field. And perhaps you are too busy to get the chance to sit down and think about these important aspects of life that may go overlooked. Well, I’m very proud to say that thanks to the independence I have as a Senior Wealth Management Advisor & Portfolio Manager with Rothenberg Wealth Management, I can help you with things like: Enjoying a worry-free work-optional lifestyle with time to do things you enjoy, like traveling, spending time with family and friends and watching your grandchildren grow up. Achieving and transitioning to a work-optional lifestyle with a specific/determined income stream. Collaborating with a trusted advisor that can provide you with a holistic plan of your finances in order to achieve your goals and dreams. To learn more about how we can help you reach your financial goals, please shoot me a direct message through LinkedIn or use the contact information below:+1 (403)-228-2378 pblake@rothenberg.ca Senior Wealth Management Advisor & Portfolio Manager with Rothenberg Wealth Management