Empowering Your Growth
Your Clients, Our Priority
Creating value and fostering financial confidence for those you serve—together.
What We Do
We collaborate with business partners to deliver tailored financial solutions that meet their clients' unique needs. By bridging expertise and resources, we empower our partners to build trust, drive growth, and create lasting financial security for the individuals and families they serve.
Benefit To Your Business
Partnering with us provides business partners access to tailored financial solutions that enhance their clients’ trust and satisfaction, driving long-term loyalty and growth. Our collaborative approach empowers partners to unlock new revenue streams while delivering exceptional value to the individuals and families they serve.
Benefit To Your Clients
Our solutions empower your clients with personalized financial strategies that help secure their future and achieve their goals. By working with us, your clients gain access to trusted expertise and resources designed to simplify complex financial decisions and provide lasting peace of mind.
Philip Zanotti
BA, CSM, CSPO, PMP in progress
Business Development Manager, IFSG (Alberta)
Accounting, Bookkeeping, and Professional Services
BA, CSM, CSPO, PMP in progress
✉ pzanotti@ifsg-ca.com
☎ 416-737-2658
⚲ Toronto, Ontario, Canada
Philip Zanotti is a seasoned Business Development Manager with a wealth of experience spanning financial services, wealth management, investment funds, and professional services.
As IFSG’s dedicated BDM serving Alberta business owners and organizations, Philip brings a strategic approach to fostering strong partnerships, optimizing financial solutions, and driving business growth.
With a background in financial product marketing, customer success, and enterprise client management, Philip has successfully led complex projects in banking, capital markets, and insurance. His expertise includes CRM implementation, project management, process optimization, and digital product strategies, ensuring that businesses and organizations in Alberta benefit from cutting-edge financial solutions tailored to their needs.
Philip has worked with top-tier financial institutions such as CIBC Mellon, RBC Investor & Treasury Services, and BMO Nesbitt Burns, managing large-scale financial projects, regulatory compliance initiatives, and system migrations. His leadership in mergers, fund company system conversions, and trade processing provides him with an in-depth understanding of the financial landscape and regulatory environment in Canada.
As IFSG’s BDM for Alberta, Philip is committed to delivering innovative financial solutions, empowering business owners with strategic financial insights, and fostering long-term partnerships to help businesses thrive in today’s competitive market.
Resources
- Partnership FAQ
- IFSG Partnership Signup Form
- Client Needs Analysis
- Foresters Member Benefits
- Downloadble Marketing and Branding Materials for Business Partners
- IFSG Community Impact
- Welcome to IFSG - Business Partnership Program
Accounting | Bookkeeping | Professional Services
Benefits We Offer To Your Clients
Through our insurance carrier – Forester Financial, your members can count on us to support their families and secure their future. With our unique and complimentary benefits, we help enhance their lives and share our success when they need it most.
Your members can enjoy Foresters Go™, a wellness app that rewards them for living a healthy lifestyle, giving back to their community, and having fun. It’s a simple and engaging way for them to stay active and make a difference.
Help your members invest in their future with Foresters Renew™, offering reimbursement grants for tuition, textbooks, and other course-related expenses. Whether they’re upskilling or reskilling, we make career growth accessible.
Your members can save on everyday necessities, electronics, gift cards, and more. Plus, with discounts on hotels, rental cars, theme parks, and attractions, family-focused activities become more affordable and enjoyable.
Give your members access to a vast online learning library they can explore anytime, anywhere. From pursuing new interests to achieving goals, they’ll find endless opportunities for growth and development.
Your members can protect their legacy with LawAssure™, an online tool that helps create customizable wills, powers of attorney, and healthcare directives. Empower them to secure their future with ease.
Support your members’ families with renewable higher education scholarships of up to $6,000 per year for their children, ensuring they’re cared for even in challenging times
Your members’ children can receive up to $900 per month per child to help provide for their needs in the unfortunate event of the loss of both parents.
Your members can access an interest-free loan of up to 75% of their life insurance’s face value if diagnosed with a terminal illness, offering financial relief during critical times.
Connect with me today for more information.
Client Testimonials
Hear from Those We've Helped