Phil recently became Branch Manager of the Calgary office. Born in Montreal, and subsequently completing his studies in Vancouver, Phil moved to Calgary and began his career at Rothenberg in 2006. He is a Chartered Investment Manager (CIM®), a Fellow of the Canadian Securities Institute (FCSI®) and has been providing investment advice for over 10 years.
In his spare time, Phil is driven to self-improvement by researching and learning about the latest trends in mental and physical health. He also is an avid outdoorsman, enjoying the serenity of gardening and yard work. Family and personal relationships are very important to Phil, and he regularly visits Montreal to keep in touch.
Phil places great value on a personalized approach when dealing with his clients, as it truly helps them meet their individual retirement goals.
“Taking the time to navigate through all the market noise and maintaining a disciplined, personalized approached is how I guide my clients.”