Philip Francis

Philip Francis has over 19 years of experience in the financial industry. Philip started their career as a Financial Consultant at CIBC Wood Gundy in 2001 and later moved to RBC Dominion Securities, where they worked as an Investment Advisor from 2003 to 2010. In 2010, they joined Macquarie Private Wealth as a Portfolio Manager, where they stayed until 2013. Currently, they are employed as a Senior Vice President and Portfolio Manager at Francis O'Connor Engelbert Investment Partners, Richardson GMP.

Philip Francis, CIWM, FCSI® holds a BA (Hons.) in Economics from the University of Exeter. Philip has also obtained certifications as a Canadian Investment Manager, Certified International Wealth Manager (CIWM), and Fellow of the Canadian Securities Institute (FCSI®). No further details regarding institutions or specific dates of certification are provided.