WHO WE ARE
WHAT MAKES US DIFFERENT
WHO WE ARE
Philip has over two decades of diverse experience in the financial services industry. His journey began in Vancouver, British Columbia, at one of Canada’s largest full-service investment firms, helping clients in building their wealth. Later, he moved to Toronto, Ontario, where he took on senior leadership roles, provided consultative services, and was an advisor to investment advisors. Now, Philip has come full circle back to where his true passion lies, to directly work with affluent individuals, families, and business owners, helping them build and safeguard their wealth.
He’s passionate about helping people become more knowledgeable and confident about their investment and financial well being. He works with his clients to design and implement their holistic personal financial roadmap, recognizing that each client situation is unique and requires customized attention. Clients benefit from a tailored wealth plan, often resulting in reduced stress and anxiety knowing that he is helping them meet their holistic wealth goals.
Philip is dedicated to providing exceptional service to his clients by continuously pursuing new certifications and designations, ensuring he remains at the forefront of his field and expertise. He has been granted the Fellowship of Canadian Securities Institute designation, the pinnacle financial services credential and the highest honour in Canadian financial services. It has been awarded to less than 3% of industry participants and is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.
Some of other certifications and designations, he has attained are the Certificate in Advanced Investment Advice, the Professional Financial Planning and Chartered Investment Manager designations, the later of which is the prestigious standard for discretionary investment and portfolio management services. Recognizing the challenges navigated by our aging demographic, he has also achieved the Elder Planning Counsellor, Certified Professional Consultant on Aging and Certified Executor Advisor designations.
WHAT MAKES US DIFFERENT
We are a fiduciary. We are different.
Not all advisors are fiduciaries.
A fiduciary is a professional who is ethically bound to act in the best interests of their clients, in the same way a doctor does with a patient. Not all investment advisors are fiduciaries. Fiduciaries prioritize their clients’ needs above their own, ensuring that their recommendations align with the clients’ financial goals. Some of the benefits of working with a fiduciary are:
- Highest Standard: Fiduciaries are bound to a higher standard of excellence that requires us to put our clients’ interests first.
- Client-Centric Approach: Fiduciary advisors base their recommendations solely on client needs, not on what generates the highest commissions or fees for themselves. When advising on investments, fiduciaries consider what’s best for you.
- Holistic Guidance: They consider the big picture—investment strategies, tax implications, risk tolerance, and long-term goals—when advising clients.
- Transparency: Fiduciaries provide transparent advice and are transparent about their compensation, fees, conflicts of interest or any affiliations that might influence their advice.
Working with a fiduciary advisor provides:
- Peace of mind knowing that your financial well-being is their top priority
- Personalized guidance
- A commitment to your financial well being
- Unbiased advise
- Alignment of interests
