With over 12 years of industry experience, Philippe is a seasoned investment professional dedicated to continuous learning and improvement. He specializes in working with affluent families and entrepreneurs who aspire to a work-optional lifestyle and a multigenerational mindset.

As a passionate relationship manager, Philippe thrives on driving results by collaborating in a team environment. His strong technical and interpersonal skills, honed over years in the industry, allow him to effectively communicate the latest market insights, products, and ideas.

Philippe holds a Bachelor of Commerce from Concordia University and is a CFA Charterholder, one of the most respected designations in finance; he also holds the CIM® designation. Philippe’s commitment to excellence and client satisfaction makes him a valuable asset to the families he works with.