Phil Tippetts-Aylmer
CFP®, CIM®Wealth AdvisorClient Relationship Manager
phil@nicolawealth.com|604-739-6468
Overview
Phil enjoys building close relationships with his clients and works tirelessly in helping them attain their financial goals, providing strategic advice to professionals, business owners and high net worth individuals.
He is a graduate of the University of Abertay, in Dundee, Scotland, bringing with him extensive education, training and experience in business and commerce. Joining Nicola Wealth in 1999, Phil brings his extensive insight of the firm to his role as a Wealth Advisor. Phil also sits on the firm’s marketing committee, working to ensure a seamless client experience.
Dually licensed for insurance and mutual funds, Phil has completed the Certified Financial Planner (CFP®) and Certified Investment Manager (CIM®) designations. He is a member in good standing of Financial Planning Standards Council and Advocis – The Financial Advisors Association of Canada and subscribes to their respective codes of ethics and rules of conduct.
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