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.
Send Phil a message (phil null@null nicolawealth NULL.com)or call 604.739.6468
Follow Phil on Twitter: @Phil_TA (http://twitter NULL.com/#!/Phil_TA)