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Senior Portfolio Manager & Wealth Advisor
Phil is responsible for determining each individual’s specific portfolio strategy. Born in Oxford, England, he graduated from Liverpool University before completing his Master of Science at Simon Fraser University. After university, Phil joined RBC Dominion Securities, where he has worked since 1994. He holds securities, options, portfolio management, financial planning and insurance licenses, and both the Canadian Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations.
Associate Portfolio Manager
Chris has a commerce degree from the University of British Columbia and has worked in the securities industry for over 25 years. He holds both the Canadian Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations. His role within the team is to aid with investment analysis and security selection, portfolio management and client relationship management. His dedication to helping clients achieve financial success has been recognized with an RBC Investments Award of Excellence.
Associate
Laura has over 10 years of experience in the financial services industry. She joined RBC in 2012 at the main branch in downtown Vancouver, focusing on client relationships, advice and sales. She joined Phil and his team at RBC Dominion Securities in 2014. Laura focuses primarily on providing superior client service in a timely and efficient manner. Her organizational skills and eye for detail have made her an integral part of the team.
Administrative Assistant
James holds a Bachelor of Commerce (Honours) from the University of Victoria and has completed the Canadian Securities Course (CSC). In his current role, he provides administrative support for the team and responds quickly to client requests with a genuine level of care. A problem solver, James has three years of industry experience and enjoys being able to make a positive impact on each client’s financial future.
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