His role focuses on understanding his clients’ values, helping them articulate clear, actionable financial goals, and developing a personalized financial plan. Phil is a strong believer in taking an evidence-based approach to investment management, and always putting clients’ needs first.

Outside of the office, Phil enjoys hiking, reading, and playing the drums.

Phil’s credentials include:

  • CFP Certification
  • CIM® Designation

Contact the PWL Capital Team

We offer comprehensive Wealth Management services to families accross Canada.

We look forward to gaining a better understanding of your individual needs and discuss how we can best serve you.

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