Philip Francis

Philip is a Portfolio Manager with a wealth of financial leadership experience in both the public and private sectors, impressive educational credentials and several of the industry’s most highly regarded designations.

For over 10 years, Philip has been helping Canadian investors meet their financial goals, providing professional guidance through his disciplined approach to investing and a scrupulous code of integrity. In 1999, he became a Fellow of the Canadian Securities Institute (FCSI) – the highest designation available in the Canadian securities industry.

Prior to becoming an Investment Advisor, Philip spent a decade working in British Government service, stationed in London, Geneva and New York. Following this post, he was Managing Director with a global investment bank, specializing in financial risk management; a Financial Consultant at CIBC Wood Gundy; and an Investment Advisor with RBC Dominion Securities before joining Macquarie Private Wealth in January, 2010.

Philip holds his BA (Hons.) in Economics from Exeter University, England, and is a past President of the Exeter University Students’ Union. He is among the first Investment Advisors in Canada to earn the Chartered Professional (Ch.P.) Strategic Wealth® designation, an accreditation from the Canadian Securities Institute requiring rigorous training in disciplines including investment management, financial planning, portfolio management and other areas of specialized financial expertise. Philip also holds the Canadian Investment Manager (CIM) designation.

Married with three grown children, Philip is active in the Vancouver Westside community, and currently sits on the Capital Campaign Committee for the Vancouver Hospice Society. He enjoys golf, cycling and early Vancouver history. In 2005, he received the Citizen of the Year award from the Kerrisdale Business Association.