“I love competition, and all the values that go along with it,” says Phil who played high-level soccer when he was younger and continues to engage in sports regularly, including competing in multiple triathlons, such as the renowned full Ironman in Mont-Tremblant. While he leaned toward marketing when he started his Cooperative Bachelor of Business Administration and Management at Université de Sherbrooke, Phil ended up continuing his studies in finance and landed a job at a major financial institution upon graduating in 2009. One to give his all to everything he does, he quickly distinguished himself among his peers, especially for his young age, prompting his employer to promote him rapidly to financial planner and Phil completed the Financial Planner diploma from Institut Québécois de planification financière. He's also licensed as a Life Insurance Advisor. “But I wanted to offer wealthy families more,” says Phil, whose ambition connected him with Alex in 2016, and led the two of them to found their own investment advice practice at RBC Dominion Securities the following year.
As portfolio manager and wealth advisor, Phil spends his days connecting with clients and coordinating the myriad elements required to help them make the most of their circumstances, opportunities, and assets. Process oriented, intentional, and meticulous, Phil scours RBC Wealth Management and beyond for relevant and useful offerings. “When I invite a new client to join us, I want to be able to look at them and say with confidence that this is the best possible place for their wealth,” he says. As well, as a Chartered Investment Manager (CIM), Phil participates in strategic investment decision-making, and – true to his strong entrepreneurial roots – he oversees business development, communications, and service standards for our practice.
In his off hours, Phil’s two young kids keep him busy. Aligned with his athletic upbringing, in addition to regularly participating in triathlons, he likes to jog, cycle, golf, and play hockey in his free time. Passionate about giving back to the community, Phil has been deeply involved with various charitable pursuits over the last 15 years.
