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Introducing Philip Harland - Portfolio Manager &  Senior Investment Advisor

Philip grew up in Montreal, where he graduated from Lower Canada College. After receiving his undergraduate degree from Queen’s University he relocated to the west coast and has called Vancouver home since 1993. He has been an investment advisor since 1994 - sharing his market knowledge, industry experience and financial expertise with clients for over 25 years. In that time he is grateful for the opportunity to have built meaningful, multi – generational relationships with his clients and their families. Also licensed as a Life Insurance Advisor and experienced in options trading, Philip and his team are able to offer a full range of products and services to help clients plan for the future and finance their goals in life and business.
Philip truly believes in paying back his community and investing his time locally. He’s been involved with local initiatives to give back by volunteering as team captain for the BMO Ride to Conquer Cancer since 2015 and has been a regular participant in Hockey Helps the Homeless since 2012. Currently living on the North Shore with his wife and two sons - he can often be found with his family skiing in Whistler, playing hockey, sailing and enjoying what our beautiful coast has to offer.

Our Mission Statement

Our priority is providing effective peace-of-mind investment advice and financial planning to high net worth individuals, business owners and professionals while offering an exceptional client experience.
We prioritize building trust while delivering results and service that demonstrate our client’s financial interests and well-being are top of mind in everything we do.

Our Investment Philosophy

Investing should not be complicated.
You should understand exactly what you own and be engaged and involved in the investment process with your advisor.
We believe in protecting your capital. We work to achieve this by managing the inherent risks of investing while providing you with adequate tax effective income. You work hard for your money, and we value the opportunity to simplify the investment process to help you reach your goals.