Financial Planner, Investment Advisor, CFP®, CIM® Phillip Briggs Prior to joining PWL in January 2022, Phil worked as a financial planner for over a decade at a large Canadian financial institution. 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 CertificationCIM® 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. Please complete the form below and we will get in touch with you shortly. 1About You2About Your Investments Name* TitleMr.Mrs.MissMs.Dr.Prof.Rev. Prefix First Last Email* Phone*City ProvinceAlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNorthwest TerritoriesNova ScotiaNunavutOntarioPrince-Edward IslandQuebecSaskatchewanYukon How did you hear about us?*ReferralYouTube - Common Sense InvestingRational Reminder PodcastSocial MediaMedia and PressGoogleOtherInvestable Assets*under $500,000$500,000 - $1,000,000$1,000,000 - $2,000,000$2,000,000 - $3,000,000$3,000,000 - $5,000,000$5,000,000 +Prefer not to discloseHow can we help?What are you looking for from PWL? Check all that apply Better investment performance Investment philosophy Financial planning Estate planning Tax planning Insurance planning Other Please specify How do you currently manage your investments? I have never invested before I manage my own investment portfolio I use a Robo advisor I work with a financial advisor I have accounts with more than one financial advisor Subscribe to the Rational Reminder Newsletter. Yes, I want to subscribe to the Rational Reminder Newsletter. Δ