About Macquarie

Select a country:
Australia	Indonesia	South Africa
Austria	Ireland	Sweden
Brazil	Japan	Switzerland
Canada	Korea	Taiwan
China	Malaysia	Thailand
France	Netherlands	United Arab Emirates
Germany	New Zealand	United Kingdom
Hong Kong	Philippines	United States
India	Singapore

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

Portfolio Manager

Home» Contact us

Contact us

Seasoned, multifaceted wealth leadership

As a Portfolio Manager, I offer the ultimate in experienced portfolio construction and management. As a dedicated, highly trained wealth strategist, I offer comprehensive financial planning leadership for your family’s long-term success. If you desire multidimensional expertise delivered with the utmost in integrity, reliability and client focus, I welcome your call.

Philip Francis and Sheena Capozzi

Philip Francis, CIM, FCSI, Ch.P. Strategic Wealth®
Portfolio Manager
T: 604 640 0209 | C: 604 889 8416
E: philip.francis@macquarie.com

Sheena Capozzi
Investment Services Associate
T: 604 640 0309
E: sheena.capozzi@macquarie.com

Macquarie Private Wealth
550 Burrard Street, Suite 500
Vancouver, BC V6C 2B5

T: 604 640 0400
TF: 1 866 640 0400
F: 604 640 0300

Links to other websites or references to products, services or publications other than those of Macquarie Private Wealth Inc. (MPW) on this website do not imply the endorsement or approval of such websites, products, services or publications by MPW. MPW makes no representations or warranties with respect to, and is not responsible or liable for, these websites products, services or publications.

Every effort has been made to ensure that the contents of this website have been compiled or derived from sources believed to be reliable and contain information and opinions which are accurate and complete. However, neither the author nor Macquarie Private Wealth Inc. (MPW) makes any representation or warranty, expressed or implied, in respect thereof, or takes any responsibility for any errors or omissions which may be contained herein or accepts any liability whatsoever for any loss arising from any use of or reliance on this website or its contents. The comments contained herein are general in nature and are not intended to be, nor should be construed to be, legal or tax advice to any particular individual. Accordingly, individuals should consult their own tax advisors for advice with respect to the tax consequences to them, having regard to their own particular circumstances. Information may be available to MPW which is not reflected herein. This website is not to be construed as an offer to sell or a solicitation for or an offer to buy any securities. Macquarie Private Wealth Inc.(MPW) is an independently owned subsidiary of Macquarie Bank Limited (MBL). Macquarie Group Limited is publicly traded on the Australian Stock Exchange (ASX) under MQG. Macquarie Private Wealth Inc. is a member of the Canadian Investor Protection Fund and IIROC.

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.