Philippe's role is to select and manage the Canadian, American and Preferreds shares models. He also, oversees the entire platform of Portfolio management with head office for the team. Philippe spends time speaking with clients who desire to have more information on the strategy and selection of the portfolio.
Philippe holds a BA in Finance from the University of Sherbrooke and Reutlingen, Germany and a Mastère Degree in Commerce from the ESSCA (Angers, France and Budapest, Hungary). In 2005, Philippe earned his Chartered Financial Analyst® (CFA®) designation. His life is centred on his wife and four very active kids. Golf, yoga and a healthy lifestyle are a big part of his day to day. As an avid collector of wine, hockey cards, coins, Star Wars memorabilia and other things help him teach his kids the principles of smart investing.
Over the last 20 years, his career took him to Bay street (Toronto) as a regional sales manager for Invesco, as well as Regional Vice-President for Franklin Templeton. He has been and advisor for the last 15 years and looking forward for the next 25!