979 Bank Street, 6th Floor
Portfolio Manager and Financial Planner
Tel: (613) 562-6409
Fax (613) 562-6401
Since his entry in the financial industry in 2004, Philip has advised many families on retirement planning, personal credit, and investment management. He holds a Bachelor’s degree in Commerce from the University of Ottawa and holds the Chartered Financial Analyst (CFA) designation. In addition, he has been practicing financial planning as a CFP® certificant since 2007, and has held the Institut québécois de planification financière's F.Pl. designation since 2015. Philip is happy to offer his services in French, English or Spanish.
Born in Montreal, Philip has lived in the National Capital Region since 1987. He currently calls Orléans home along with his wife Kathleen and their young sons, David, Jonathan, and Nicolas. When he’s not providing financial advice to his clients, he can usually be found on the ski hill, the curling rink or off in the woods on a canoe trip.