Parkgate Financial Group Inc.
Parkgate Financial Group Inc. was founded in 2007 by financial security advisor and investment representative Phil Grimes. Since then, Phil has built a team of dedicated financial security advisors and investment representatives. Parkgate’s services cover a wide range of life experiences, and clients reach out to us in many ways, from family financial security planning, to business succession planning, and setting up that final legacy; we take on all life’s challenges. Parkgate is dedicated to unparalleled customer service and award-winning financial services. Parkgate serves clients in the Halton region, Peel region, Toronto area and beyond.
Advice & Consulting
The Parkgate Financial Group Team
Since the start of my career in 2015, I have built customized and complex plans to meet my clients’ financial goals, whether it be for their family or their business. I am excited to collaborate with Phil Grimes and Parkgate Financial Group to bring even more value to my clients; to grow their portfolios as I work with them throughout their retirement. My passion for building plans with my clients is second to none and has been a large part of my success in building deep client relationships.
I’m an animal lover and I’ve always been devoted to sports; hockey, baseball, rugby, and in recent years, golf. I enjoy building my client relationships through some of these shared passions and look forward to doing so for decades to come.
Since 1998, I have worked with clients to help improve their overall financial goals. I started Parkgate Financial Group Inc. and took on two representatives; Chris Barrett, who hired me, and John Wright who I welcomed into the business early on. I am an avid golfer, and hockey player, and I love to attend games with friends, family and clients.
I love to spend my free time with my wife Denise, and our daughters, especially at the cottage on the occasional weekend. I have also been a member of the Halton Children’s Aid Society board of director’s for more than 10 years and I have sat on the foundation board for 12 years. My emphasis on strong customer relationships has helped me achieve great success, which has been recognized by my peers in the industry.
Bonjour, hello – as one of the newer members of the Parkgate Team I am committed to client-focused service. I am bilingual in French and English. Among my many past lives, I have a background in banking and financial investments at both the corporate and branch level. It gives me great pride to create personalize solutions to help you and your family achieve your security and financial goals. As a father of two, on weekends I also moonlight as a chauffer and volunteer hockey coach. While I am originally from Quebec, I have lived in many western provinces and over the past 13 years call Oakville home. My family and I love the four seasons of Canada and enjoy mountain biking, skiing, camping and fishing! We are a family who loves road trip adventures, and exploring the many beautiful regions of Canada.
I moved to Canada from England in 2006 and joined London Life in 2007. I live in Hamilton with my wife and three daughters. I specialize in retirement and estate planning and have been recognized by London Life for my accomplishments. I owe my success to a combination of support from my peers, a determination to always do what is best for clients and keeping my knowledge updated on a daily basis.
I have been in the financial services industry for over forty years with Freedom 55 financial. I find that planning for the many life events that most people face is both challenging and rewarding. My passion for the job has allowed my clients to benefit over my decades of service as I help them prepare for the “what ifs” in life, death, disability, and retirement.
Since my start in the industry I have been a member of the Advocis organization which has the highest requirements for professionalism. I have obtained my Certified Financial Planners, Chartered Life Underwriters, and Chartered Financial Consultants Designation.
In my free time I like to sail in the summer and curl and ski in the winter. My wife Laura and I also enjoy travel and time spent with our children and granddaughter. Both of us come from large families which we try to see as often as possible. As a financial planner I am reminded daily to value those I love and enjoy the time that I have with them.
Caroline Sweeney, ACS
In 2010, after completing my education at Sheridan College taking the Office Administration-Executive Program, I joined Freedom 55 Financial a Division of London Life Insurance Company. Prior to joining Parkgate Financial, I had the opportunity to take on several different roles in the financial sector such as: Receptionist, Administrative Associate, Quadrus Mutual Fund Branch Files Associate, Marketing Associate, and now finally an Executive Assistant to Phil Grimes and his team. During my time with Parkgate, I've truly learned what it means to put my skills to the best use possible and to work with a group of advisors who are the best at what they do while always keeping the clients best interest as a top priority. Throughout my experiences, it brings me great pleasure to be a part of that and to provide the best customer service possible.
Chris Barrett BA, CFP, CLU
Since 1992, I have had the privilege of working with clients to create financial plans to help protect them from risks affecting their family and/or business and guide them to retirement and then to drawing income effectively. I have built strong relationships based on trust by treating each client as an individual, listening, and asking probing questions regarding their goals and dreams, then, building financial plans around this.
For 35 years of service, I have been providing my clients with insurance and investment needs, always available and careful to meet their individual requirements and goals.
I tailor a plan specific to their needs after we review their finances, income, savings and investments. I believe it is important to regularly review these plans to reflect changes as they occur. I take great pride in the importance of my job to help with retirement and estate planning, as well as offer disability and critical illness insurance as income protection.
Since 2009, I have had the honor of working with my clients helping them accomplish their financial, retirement and estate goals. I take pride in developing trust and relationships with my clients. Very often my clients will say I become part of their family in a way, which I take as a tremendous compliment. My education and work background is in Finance and Accounting. I understand the importance of continuing education and have also completed all my CFP courses. I was born and raised in Ontario, and I have strong roots to New Brunswick and Nova Scotia where my parents were born. My ethnic background is Irish, British and Italian. I love to travel and often I will take time to visit my relatives in Montreal and the Maritimes. I have tremendous joy for sports, in particular hockey and mixed martial arts. After many years of dedication and hard work I proudly achieved my black belt in Karate in 2018. I also enjoy going for drives and road trips and sharing time with family and friends at nice restaurants and a movie. But nothing gives me greater joy than spending time with my wife Luisa and my daughters Marissa and Cassandra.
I am a native Montrealer who joined London Life in 1975 as a Group Representative at the Montreal Group Office. After working in Montreal, Ottawa and the Maritimes, I was transferred to Hamilton in 1981 with London Life as a Group Sales Manager. In July 1984, I transferred to the former London Life General Sales Division, now Freedom 55 Financial. I joined Parkgate Financial Group in September 2018 as an Associate Advisor. I am a Past President of ADVOCIS, Hamilton Chapter, our professional association as well as a Past President of the Rotary Club of Burlington. Currently, I am a member of the Board of Directors of the Hamilton District Society for Disabled Children. When not at work, I enjoy spending time with my wife, Lisa, our two adult daughters, Cassandra and Danielle, and our canine daughter, Addie.
I was born and raised in Dundas, Ontario and married my best friend and high school sweetheart. After working for several years as a social service worker, I made a career change to office administration. I joined the Parkgate team in 2010. After five years in social service work and 10 years in office administration, I've discovered that the central theme of my career has been making people's lives easier. Between working with the financial security advisors on our team and interacting with clients on a daily basis, I get to realize that theme every day, which makes my job very satisfying.
I am originally from Burlington, ON but recently moved to Grimsby with my husband. I am very passionate about animals and hope to one day open my own animal sanctuary. I went to school for Cosmetic Management at Seneca College in Toronto and I worked in the cosmetic field for many years until I took interest in the finance world. I now use my love for customer service and in depth administration knowledge to work with Parkgate Financial Group and I am very excited about the future with this wonderful group of people.
Parkgate gives back
We are dedicated members of our community, and it is important that we make an effort to make our world a better place. Whether through fundraising, charity events, or community service, we are committed to helping a variety of charitable efforts around Halton and beyond.
Throughout Phil’s childhood and teen years, he was a crown ward, and was moved between foster homes and group homes. This experience had a lasting impact on Phil, and he works hard to improve the lives of youth that are in different levels of care. Watch the video on the page to learn more about Phil’s efforts.