Fluently bilingual, Phil completed his early education in French. After university, he pursued his passion for hockey by playing professionally in Europe before transitioning to the financial services industry. He began his post-sport career as a Senior Financial Advisor at one of Canada’s major chartered banks and has since built several years of experience delivering personalized financial strategies for a diverse client base.

Phil believes that impartial, holistic financial planning is key to improving financial outcomes—and that a fee-for-service model is the most effective way to deliver objective advice.

Outside of work, Phil enjoys playing golf, hockey, and soccer, and continues staying involved in hockey by coaching and scouting. Phil and his wife Jamie are proud parents to a baby boy, a role that has brought him fresh perspective and even greater appreciation for the value of long-term planning.