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Philip Blake, CIM®, FSCI®

Meet Wealth Management Advisor Philip Blake, CIM®, FSCI®.

Philip Blake

CIM®, FSCI®

Portfolio Manager

Philip Blake is a Branch Manager and Portfolio Manager who draws on his education and experience to help clients of all ages meet their long-term financial objectives.

He has close to 20 years of investment industry experience joining Rothenberg Wealth Management in 2006. He holds a Bachelor of Arts degree and a Master of Arts degree in Economics from the University of British Columbia. He holds the prestigious Chartered Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI).

Philip has extensive knowledge and experience providing households with holistic and transparent advice in the areas of retirement planning, wealth management, and estate planning.

For more information about our Wealth Management Advisors, please visit the CIRO Advisor Report.