Richardson Wealth
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.
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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.