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Philip is a graduate of McMaster University and has achieved his Canadian Investment Manager designation. He is also recognized as a Fellow of the Canadian Securities Institute, one of the highest designations awarded in his profession, and is a Vice President of TD Wealth PIA.
Philip joined TD Securities as a Registered Representative in 1993 and has been assisting clients to achieve their financial and lifestyle goals since then.
Philip is a Vice President and Investment Advisor for TD Wealth Private Investment Advice. He is a founding member of the Premier Advisory Group (Est. 1996). Based in locations across Western Canada, our Investment Advisor colleagues come together regularly to strengthen our business practices, our vision and our philosophies.
"We strive to deliver the highest quality of service to our clients by utilizing the experience and collective skills of our group. We share time-tested business beliefs and a disciplined strategic process that provides clarity, effectiveness and confidence. Our entrepreneurial spirit and dedication to continuous education allows us to provide our clients with the most comprehensive solutions toward achieving a worry-free financial future."
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Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because your success can’t be understood with just a set of numbers.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.