With over 35 years of experience, Phillip has helped countless advisors and firms across North America realize and maximize their potential. With significant tenures at TD and Sun Life, as well as a breadth of consulting engagements focused on practice management, he’s consistently demonstrated that true partnerships are based in shared success.
Phillip has worked alongside industry peers to develop and grow both their insurance and wealth management businesses. Whether it’s private banking or transitioning to a family office model, his track record of success is based on customizing strategies to individual needs.
He currently serves on the board of GAMA Global Canada, an organization dedicated to leadership development in partnership with Advocis—The Financial Advisors Association of Canada.
Phillip holds both a CPA and an MBA, which enable him to bring a pragmatic, business-focused perspective to his work, with a strong emphasis on driving operational efficiency, profitability, and overall satisfaction.
