Meet Our Team

Greg Phillips CFP®
Vice-President & Investment Advisor

Greg Phillips has been providing investment and wealth protection strategies to high net worth clients since 1995. A graduate of York University, he earned an Honours Degree in Economics in 1991, with a minor in German. Prior to joining the Investment Industry, Greg spent two years with Revenue Canada Taxation. In 1998, he received his Certified Financial Planner designation, and I also holds his Level 2 Life Insurance License.

In 2006, Greg's high business standards were recognized when I was appointed Vice President and Branch Manager at one of the world's top banks, after completing the Partners, Directors and Senior Officers Exam, and the Options Supervisors Exam. He has also taken courses in Certified Investment Management, and continues his education by attending seminars and workshops, as well as networking with other professionals to ensure his clients receive the latest, most comprehensive advice and services.

As a proud sponsor and volunteer of the Tri-Kids Series, Greg is able to give back to the community while being involved in the sport of triathlon which he is truly passionate about. Greg is also a husband and busy father of two teenaged daughters.

Lisa Phillips
Business Development Assistant

Lisa Phillips has been working with Greg since October 2015, in an Administrative and Business Development role.  Lisa manages all aspects with respect to the administrative side of the business while ensuring a high level of customer service.  Along with a diploma in Business Administration from Seneca College, Lisa held a Senior Marketing & Event Planning position for 5 years with one of Canada’s top financial services companies.  She has also held roles in Public & Media Relations, and Payroll.

A proud mother of two teenaged daughters, Lisa enjoys spending time outdoors, travelling with her family, practicing yoga, and cooking.