Phil Herner

Philip Herner, B.Sc, CFP®, is a seasoned financial professional with extensive experience in client advisory and financial management. Currently serving as a Client Advisor at Casa Inc. since September 2021, Philip focuses on enhancing security and privacy for individuals securing their bitcoin. Prior to this role, Philip was a Financial Advisor at Assante Capital Management Ltd. from May 2014 to December 2021, contributing to one of Canada’s largest wealth management firms. Philip's earlier positions include Supervising Agent at American Income Life Insurance Company, Owner and President of Bioavailable Nutrition Inc., Territory Sales Manager at Crozier Enterprises Ltd., and Technical Sales and Service Representative at Becker Industrial Coatings. Philip holds a Bachelor of Science degree from the University of Manitoba.