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.