Philip L. Morkel
I have been involved in all aspects in financial planning from 1978.
Since 1987 I have managed a portfolio of clients and the planning of their insurance & investments. I assisted them with their personal taxes, estate planning, winding up of their estates, investments on retirement and cash flow management.
I marketed a wide range of life insurance and investment products for various companies in South Africa (Old Mutual, Liberty Group, Discovery Health & Life and Momentum life) i.e. mutual funds (unit trust’s),endowments, annuities, life & disability policies, medical schemes and offshore investments.
I sold the above company on leaving South Africa to start another practice in Canada after passing the necessary exams to be fully licensed. I work with a team of specialists to assist me to provide the same high level of service I provided previously.