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Greg Phillips, CFP

Vice President, Investment Advisor

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Greg Phillips, CFP, Vice President, Investment Advisor

Investment leadership and financial planning

Specializing in financial planning and proven long-term wealth management strategies, I deliver investment advisory services for individuals, families, businesses and other organizations using customized strategies to help you achieve your goals.

My approach is to make sure you have the right plan and that you stick to it. Patience, discipline and courage are all important components of my proven formula for success.

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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.