Matthew Phillips has been in the financial services industry since 1989 and holds many industry accreditations including Certified Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI) and Portfolio Manager. He has completed many of the industry’s top courses including the Partners, Directors and Senior Officers Course (PDO) and the Personal Financial Planning course - CSI. Matthew is also licensed to provide insurance solutions and to trade options.
Cory is a Wilfrid Laurier University graduate with a General BA and Diploma in Accounting. He joined Matthew Phillips' team at Richardson GMP Limited in 2011. As an Associate Portfolio Manager, he supports the management of client relationships and is responsible for trading and portfolio execution. Cory also provides support in the construction and maintenance of client portfolios. He is a licensed Registered Representative and is also licensed to trade options.
Renee's experience in the Financial Industry spans over 27 years. Renee has successfully completed the Canadian Securities Course and the Conduct and Practices Handbook Course offered through the Canadian Securities Institute. Renee takes pride in leveraging her experience to provide exceptional client service by ensuring that inquiries and administrative issues are dealt with promptly and efficiently.
Krista has worked as an integral part of Matthew`s team since 2009 and provides exceptional service to clients. She handles incoming inquiries as well as scheduling meetings and organizing special events. Krista has years of experience in the banking and financial industry and attributes her knowledge and experience to making the day-to-day business run smoothly and efficiently.
David has three decades of experience taking care of stakeholders needs and helping connect people to meet their needs, including over 9 years as a Senior Mortgage Advisor (AMP). David is a specialist at putting people at ease and helping ensure that clients have the best possible experience. His role and skills will allow Matthew, Cory, Renee and Krista to continue to take great care of current clients while ensuring our business model continues to achieve its goals. A graduate of Ryerson University, David should be your first contact point for new relationships with our team.