1815 Queen St. E
For over 25 years, Philip has specialized in 360 degree Wealth Planning. He is qualified at the highest levels of registration as a Portfolio Manager, Chartered Investment Manager, and as an internationally recognized CERTIFIED FINANCIAL PLANNER®.
What differentiates Philip is 'an unwavering commitment to quality' in every aspect of his professional practice; ethics - objectivity - service - planning - and management.
Areas of expertise covered by Philip's 360 degree Wealth Planning include:
❯ Portfolio management
❯ Tax optimization
❯ Retirement & Succession planning
Whether you are an individual, family, or business - you can always expect Philip's team to provide the highest level of service and professional advice, backed by strong credentials and decades of experience.