Phil Knight, CIM, FCSI

Portfolio Manager & Wealth Advisor

604-257-7067 | Email me
604-235-9950
1-844-665-9900

Phil is responsible for determining each individual’s specific portfolio strategy. Born in Oxford, England he graduated from Liverpool University before completing a Master’s Degree at Simon Fraser University, after which he joined RBC Dominion Securities. He holds securities, options, portfolio management, financial planning and insurance licenses, along with both the Canadian Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations.

Laura Mahoney

Associate

604-257-3215 | Email me

Laura has over 3 years of experience in the financial services industry. She Joined the Royal Bank back in 2012 at their Main Branch in downtown Vancouver, focusing on client relationships, advice, and sales. She joined Dominion Securities in 2014. Laura is very focused on offering superior client service in an efficient manner. Her organization and eye for detail and has made her an integral part of the team.

Extended Team 

Craig Dale, B.Com. (Hons), CA

Financial Planning Specialist 
 
Craig is a Financial Planning Specialist, creating a comprehensive Financial Plan to provide recommendations specific to your situation. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to next generation tax-efficiently and make the most of your philanthropic legacy.
 

Matthew Leggett, CFP, CLU, CHS

Estate Planning Specialist
 
Matthew can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. He can also assist you in structuring your insurance contracts to ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost-effective insurance solutions, Matthew evaluates various insurance offerings from Canadas top-ranked insurance providers.
 

Anna-Marie Lyons, MBA, CFP, FDS

Financial Planning Consultant
 
Anna-Marie offers a wealth of professional experience in her role as a Financial Planning Consultant having been an advisor to high net worth clients since 1991. An MBA graduate from the Ivey School of Business in London Ontario, Anna-Marie is a Certified Financial Planner, a Fellow of the Canadian Securities Institute and a Financial Divorce Specialist.