Philip Wong

Philip Wong, CFA, currently serves as a Wealth Planning Associate and Client Relationship Manager at Nicola Wealth since August 2022. Prior experience includes roles as a Portfolio Analyst at Sophia Financial Group at Raymond James from August 2020 to April 2022, and as an Associate at Pathfinder Asset Management from September 2018 to April 2020. Philip began as a Client Service Associate at RGF Integrated Wealth Management from October 2016 to March 2018, and worked as a Private Tutor from September 2013 to October 2016, receiving outstanding reviews while helping students excel in Mathematics. An internship at Investors Group from June 2013 to October 2016 involved developing branding strategies that significantly increased client acquisitions and creating financial planning templates to enhance operational efficiency. Philip holds a Bachelor of Arts in Mathematics and Economics from The University of British Columbia, earned between 2010 and 2015.