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Bobbi Phillippi
Primerica Financial Representative

401248 Grey Rd 4, Hanover, ON N4N 3B8
Directions (226) 223-9994 Visit website
Make an appointment
Office address

401248 Grey Rd 4

Hanover, ON N4N 3B8

Phone numbers
Office: (226) 223-9994
Home > Reps > ontario > Hanover > Bobbi Phillippi

Financial products and services

  • Term Life Insurance and Segregated Funds (Canada)
      • Ontario
  • Investments and Savings (Canada)
      • Ontario
  • Identity Theft Protection (Canada) | IDTheftDefense℠
  • Pre-Paid Legal Services (Canada) | PPLS

Licenses

  • Mutual Fund Dealing Representative
      • Ontario
  • Life Insurance Representative (Canada)
      • Ontario

Bobbi Phillippi | Primerica Financial Representative

I became a Primerica Financial Representative1 because I wanted to help my neighbors and the residents of Hanover and the surrounding communities with their financial and life goals with a personalized investments strategy. My highest priority is to create value and peace of mind for my clients.

Whether you are interested in financial services, investment management services or term life insurance, I can help find the financial solutions that meet your needs. Let me assist you by conducting a Financial Needs Analysis (FNA) to create a customized and comprehensive strategy for your financial security including income protection, retirement protection, debt solutions, and education funding for your children’s educational expenses.

I pride myself on providing excellent customer service to each person who walks through my office doors. I strive to treat each customer the way I’d want to be treated – with respect and integrity. I welcome Hanover residents to call or visit my office to see how we can help them achieve their financial goals and dreams.

Disclosures

Note: This website is for informational purposes only and should not be construed as a solicitation to sell or an offer of any of Primerica's products or services.

1Primerica Representatives are independent contractors. Representatives are not licensed to sell all products in all states/provinces. Representatives may provide products and services only to individuals in those jurisdictions where they are licensed or approved. For more information, see Primerica's Important Disclosures.

Term life insurance provides a death benefit and its premiums increase after initial premium periods at certain ages. Term life insurance products and Common Sense Funds segregated fund products are underwritten by Primerica Life Insurance Company of Canada, Head Office: Suite 400 6985 Financial Drive, Mississauga, ON, L5N 0G3, Phone: 905-812-2900. Not all products are available in all provinces. Securities offered by PFS Investments Inc., 1 Primerica Parkway, Duluth, GA 30099-0001; 770-381-1000, in the U.S., and PFSL Investments Canada Ltd., Mutual Fund Dealer, 6985 Financial Drive, Suite 400, Mississauga, ON, L5N 0G3, 905-812-2900 in Canada.

Pre-Paid Legal is available in British Columbia, Alberta, Saskatchewan, Manitoba and Ontario. Primerica representatives are independent contractors and make referrals of clients to PPL Legal Care of Canada Corporation (d/b/a LegalShield ("LegalShield")) through contractual agreement with Primerica Client Services Inc. and PFSL Investments Canada Ltd. ID Theft Defense℠ (IDTD) services are available throughout Canada except Quebec. LegalShield provides access to identity theft protection and restoration services. See an IDTD services plan for complete terms, coverage, conditions, and limitations.

To sell mutual funds, Primerica Representatives must be sponsored by PFSL Investments Canada Ltd., mutual fund dealer, Head Office: Mississauga, Ontario. Commissions, trailing commissions, management fees and other expenses may all be associated with mutual fund investments. Mutual funds are sold by prospectus only. Please read the current prospectus before investing. Mutual funds are not guaranteed, their values fluctuate and past performance may not be repeated.