Phil is a graduate of the University of Abertay, in Dundee, Scotland, bringing with him extensive education, training and experience in business and commerce. He has worked in the Canadian financial services industry for over 22 years, 19 years have been with Nicola Wealth.
He 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. 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 the following professional organizations and subscribes to their respective codes of ethics and rules of conduct:
- FPSC – Financial Planning Standards Council
- Advocis – The Financial Advisors Association of Canada
Phil lives in Vancouver with his wife Lee and two kids Lucas and Skye. He enjoys skiing in Whistler and travelling with the family, as well as reading and playing golf and soccer.
Follow Phil on Twitter: @Phil_TA
Question & Answers
I can't live without my...
E type Jaguar or pretty much any Aston Martin
Are you named after anyone?
Star Wars (all of them)
Drink of choice?
Gin and Tonic
Where is your dream vacation spot?
A beachside villa in the Caribbean