Our Team

Working with Paul Philps means that you have the confidence of having a trained professional on your side. Paul takes pride in delivering  excellence in all areas related to achieving your financial goals. Working with you and your family, Paul will draw on the extensive resources that are available through RBC Wealth Management and RBC Capital Markets to provide informed and customized wealth strategy solutions.  Paul brings his experience as a Certified Professional Accountant to each client relationship.  Just as importantly he brings enthusiasm and dedication required to foster a strong, long-term relationship built on trust. Expert wealth management, commitment and client service excellence are the principles of each client relationship.  Please contact Paul with questions regarding your portfolio, family enterprise planning, complex financial planning, estate and tax strategies, insurance needs and for new client introductions.

Paul Philps, CPA, CMA

Investment Advisor

250-549-4068 | Email me

Our Extended Team of Specialists

Our extended team of specialists include certified, experienced lawyers, life insurance specialists, financial planners with CA backgrounds, business succession and offshore planning experts.  This dynamic team will help develop and implement all aspects of your financial and estate planning.  These are available to our clients that meet or exceed established thresholds.

Our partners

Brad Boback, CPA, CA, CFP®

Financial Planning Specialist, RBC Wealth Management


Nicole Todosichuk, B.Comm., LL.B, TEP

Will & Estate Consultant, RBC Wealth Management


Stephen Miziolek

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.