Richardson Wealth
Phil Kwon has a diverse work history in the financial industry. Phil is currently serving as the Head of Portfolio Analytics at Richardson Wealth since September 2021. Prior to this, Phil worked at Raymond James Ltd. for over 10 years, starting in October 2010. During their time there, they held the role of Fixed Income Specialist and was responsible for analyzing preferred shares and implementing various products and applications to improve desk efficiency and compliance. Phil also developed and launched a value-added service called the "Portfolio Review Tool" to provide a comprehensive view of clients' investment portfolios. Before joining Raymond James Ltd., Phil worked at Richardson Wealth as the Vice President of Investment Management & Research from June 2005 to October 2010. Phil began their career at CIBC / Merrill Lynch Canada as a Products and Application Specialist, where they worked until June 2005.
Phil Kwon attended Crescent School for an unspecified period of time. Phil then pursued a Bachelor of Science degree in Life Science at Queen's University. Subsequently, they obtained a Bachelor's degree in Health and Physical Education/Fitness from the University of Toronto. Additionally, they hold certifications in AI in Fintech Essential Training, Blockchain Basics, and Blockchain: Beyond the Basics, all obtained in 2021 from LinkedIn.
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Richardson Wealth
Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term. Operating under the Richardson Wealth brand is RF Capital Group Inc., a TSX-listed (TSX: RCG) wealth management-focused company. We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn’t just about getting financial and investing guidance. It’s about building relationships. We are proudly Canadian and committed to providing you with the highest standards of client care as we work together to grow, protect, and enhance your financial wellbeing. Patrimoine Richardson est l'une des principales sociétés indépendantes de gestion de patrimoine au Canada. Nous offrons la touche personnelle d'une société boutique tout en simplifiant la complexité de votre patrimoine et en produisant des résultats dans chaque partie de votre vie, maintenant et à long terme. Le Groupe Capital RF inc. exerce ses activités sous la marque Patrimoine Richardson, une société de gestion de patrimoine cotée à la Bourse de Toronto (TSX : RCG). Nous habilitons nos équipes de conseillers à travers le pays à vous aider à bâtir votre avenir. Travailler avec un conseiller Patrimoine Richardson ne consiste pas seulement à obtenir des conseils en matière de finances et de placements. Il s'agit aussi d'établir des relations. Nous sommes fiers d'être Canadiens et nous nous engageons à vous offrir les normes les plus élevées en matière de service à la clientèle alors que nous travaillons ensemble pour faire croître, protéger et améliorer votre bien-être financier.