BA (Hons), CFP, CIM
Phil is a graduate of the University of Abertay, in Dundee, Scotland and brings with him extensive education, training and experience in business and commerce. Dually licensed for insurance and mutual funds, Phil has worked in the Canadian financial service industry since arriving in Vancouver in 1997 and has completed the Certified Financial Planner (CFP) and Certified Investment Manager (CIM) designations.
He enjoys building close relationships with his clients and works tirelessly in helping them attain their financial goals.
An avid, all round sportsman, Phil enjoys playing competitive golf and soccer.
Follow Phil on Twitter: @Phil_TA
Scotland when it’s hot and Maui when it’s not.
Favourite Sport to play?
The one where you sit on a tropical beach and drink ice cold beer…what’s that one called again?
If you could travel anywhere in the world, where would it be?
To the top of Everest
What would be your last meal?
Christmas turkey dinner with my 12 grandchildren and 3 great grandchildren
Best book to read on a long flight?
None. Don’t get on the plane!