Our team is dedicated to working closely with your family to fulfill the potential of your wealth today and years down the line. Through custom planning strategies and the democratization of investment opportunities, we strive to build and preserve your wealth — all while eliminating your financial stress.
With over 28 years’ experience in the investment management industry, Phil has been working to build strong client relationships and helping his clients achieve their personal financial goals. Since 1993, he has been working as a financial advisor/portfolio manager focusing on building true pension-style portfolios using private investments along with publicly traded stocks and bonds.
Phil’s structured, disciplined approach to financial planning takes into consideration a client’s stage in life, personal circumstances, risk tolerance, investments and retirement goals. His objective is to build meaningful long-term relationships with his clients and their families and deliver on their financial needs.
Phil holds a B. Sc. from the University of Guelph, CERTIFIED FINANCIAL PLANNER® (CFP®) designation and Chartered Investment Manager (CIM) designations. In keeping with his focus on retirement income planning, Phil has his Certified Professional Consultant on Aging (CPCA) designation. In 2016, Phil decided to move to the next level as a Portfolio Manager allowing him to practice discretionary asset management. He completed the rigorous courses needed to meet the Chartered Investment Manager requirements and in 2017 became a Portfolio Manager.
Phil feels that in any industry lifelong learning is essential to honing your craft to better serve your clients. But in the fiduciary investment space, it is imperative because we are responsible for controlling not only your client’s financial destiny but also of their subsequent generations. Phil is honoured to have had the privilege of working with clients through 4 generations.
He enjoys sailing, hiking, reading and travelling.
I am a CERTIFIED FINANCIAL PLANNER® professional, and I bring over a decade of experience as a retail investment advisor but now specialize in creating customized financial plans for our clients, so they are empowered with the knowledge required to make informed decisions about the future.
When not busy creating plans and upgrading my knowledge base, I serve as the Treasurer of the St. Williams Conservation Reserve Community Council. The Council manages a 2,500-acre Conservation Reserve in Norfolk County which is a habitat for species at risk such as badgers, hog-nosed snakes and monarch butterflies to name a few. I also assist in raising funds for the Norfolk General Hospital Foundation via their annual Charity Golf Classic.
I am happily married with three children. My dream is to make a decent bottle of wine from the Baco Noir grapes growing in my backyard. I haven’t quite accomplished that yet but I’m having a lot of fun with family attempting to do so.
Since entering the financial services industry in 2002, I have been passionate about providing independent, client-centric advice, focused on insurance and estate planning. In previous roles I’ve had the opportunity to work alongside some of the best insurance minds in the industry, supporting them as they serve their clients and honing my skills. My experience as an insurance professional has taught me to hear conversations a little differently — not only gleaning the facts of every unique situation, but ensuring an intimate understanding of the emotional elements as well. This helps formulate effective solutions and guides an informed decision-making process. My expertise includes both corporate and personal insurance as well as estate planning.
When not at work, I stay plenty busy with family. My wife Michelle and I have 4 amazing little ones to share our lives with. Aside from taxiing them between swimming and skating lessons, we cherish time spent outside exploring the local conservation areas. There’s always lots on the go, but we love it. I enjoy mountain biking in all the great trails near our home and playing hockey with the guys in the winter.
Having started my career in the financial industry shortly after school, I have extensive experience that spans basic retail banking to full-service wealth management. I continued to expand my knowledge base by completing the Canadian Securities Course and the Conduct & Practices Handbook which earned me a full license. Joining Mandeville Private Client Inc six years ago has made me realize the importance of working with an independent boutique dealership that offers clients a wider range of products, including access to private and alternative investments, to achieve their financial goals. I am proud to be the administrative ambassador that helps make your experience very positive.
I am the proud mother of two daughters and enjoy spending as much time as possible with my 5 grandchildren. I consider myself an amateur crafter, avid bowler and ever-faithful Blue Jay fan. I am excited to be part of the team and look forward to working with you.