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PHILIP FRANCIS,CIM, FCSI, Ch.P. Strategic Wealth®

Associate Portfolio Manager

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Seasoned wealth management services for the discerning investor

With extensive experience, education and integrity, I offer astute advisory and discretionary investment services and financial planning leadership for investors who seek long-term growth and preservation of their capital. Following my disciplined, sophisticated investment process and passion to help people achieve their goals, I specialize in risk management to help investors plan for retirement and pass their wealth and wise financial management to the next generation.

I recently joined Macquarie Private Wealth because I was extremely impressed with the management team, who share my own personal values and are deeply committed to emphasizing quality over quantity in wealth management.

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No entity within the Macquarie Group of Companies is registered as a bank or an authorized foreign bank in Canada under the Bank Act, S.C. 1991, c. 46 and no entity within the Macquarie Group of Companies is regulated in Canada as a financial institution, bank holding company or an insurance holding company. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorized under the Banking Act 1959 (Australia) to conduct banking business in Australia. MBL is not authorized to conduct business in Canada. No entity within the Macquarie Group of Companies other than MBL is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of any other Macquarie Group company. Macquarie Private Wealth Inc. is a member of the Canadian Investor Protection Fund and IIROC.

Seasoned wealth management services for the discerning investor

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What's in a name?

Forward Thinking