Meet Our Team

Greg Phillips FCSI, CIM, FMA, CDFA
Vice President, Portfolio Manager, Investment Advisor
Tel: 604.678.3649

Greg graduated with Honours from the Sauder School of Business Commerce program at the University of British Columbia (UBC). Including over 15 years of experience in wealth management, he holds both the Chartered Investment Manager (CIM) designation, allowing him to provide discretionary money management services to affluent families and institutional clients, as well as the Financial Management Advisor (FMA) designation, distinguishing his level of knowledge of wealth management strategies well beyond the scope of basic financial planning. He is also a Fellow of the CSI (FCSI), considered the highest honour in Canadian financial services.

Greg is responsible for the construction, monitoring and maintenance of clients’ portfolios. This also includes the analysis, due diligence, selection and monitoring of securities and third party managers, including equities and fixed income, private equity, investment funds and alternative strategy funds.

Greg is also a Certified Divorce Financial Analyst (CDFA), helping clients navigate the divorce process and to confidently move forward with their lives.

He resides in North Vancouver with his wife, Rebecca, and their daughters, Fiona and Sonya. Greg enjoys playing hockey, mountain biking, and golfing throughout the year; and also holds a Black Belt in Shaolin Kung Fu.

Sara Sparks
Associate
Tel: 604.678.8607

Sara has over 15 years of experience in the financial industry. During this time she has worked at a select number of independent wealth management firms. She has completed many professional development courses including the Professional Financial Planning Course and Derivatives and Options licensing. Sara is responsible for all day to day operations McLean Phillips Wealth Management requires, including client services and administration, and general operational activities. She coordinates client reviews, assists with development projects, and works with the team to sustain a trusting client relationship and provide excellent customer service. Her passion for building and sustaining client relationships with our high net worth clients and their families is one that is unsurpassed in the industry. Outside of work, Sara enjoys spending time traveling, cooking, and participating in outdoor activities such as tennis and kayaking.

Chris Harrison, CFP®

Financial Planner

Located in the Vancouver office of Richardson GMP, Chris rounds out the Tax & Estate Planning team’s coast-to-coast support of Richardson GMP’s Investment Advisors and their clients. Drawing upon the collective knowledge and experience of the Tax & Estate Planning team, he works closely with Investment Advisors to deliver comprehensive wealth planning services covering tax, financial, estate, insurance and investment planning needs to their clients.

With his engineering and corporate planning experience coupled with over two decades in the financial services sector, Chris brings his passion to the table in delivering comprehensive wealth planning solutions. Relishing the challenges brought forth by ever-changing tax and regulatory environments, he creates comprehensive, understandable, and practical solutions for our clients’ diverse financial needs.

Chris is a Certified Financial Planner® practitioner and has completed the Canadian Securities Course (CSC), the Life License Qualification Program (LLQP) and the Canadian Investment Funds Course (IFIC). Chris has also completed certification (with honours) in the area of personal tax review and preparation.