Matthew Phillips
Portfolio Manager, Investment Advisor, Fcsi, Cim @Richardson Wealth
Guelph, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jun 2008 — Present
Portfolio Manager, Investment Advisor, Fcsi, Cim @Richardson Wealth
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Guelph, ON, CA
EDUCATION
1985 — 1989
University of Guelph
BA, Economics and Politics
SKILLS
Financial MarketsComprehensive Wealth ManagementTradingFixed IncomeStocksEquity DerivativesPersonal FinanceFinancial AdviceDisability InsuranceHigh Net Worth IndividualsSuccession PlanningWealth AccumulationFxEtfsSecuritiesEstate PlanningRetirement Income StrategiesCritical IllnessFinancial PlanningAnnuitiesInsuranceFinancial AdvisoryLong Term CareOptionsTechnical AnalysisInvestment AdvisoryDerivativesFinancial AnalysisWealth ManagementPortfolio ManagementDebtInvestment StrategiesAlternative InvestmentsCapital MarketsPortfoliosWealth PreservationRetirementEquity ResearchEquitiesWealth Transfer
ABOUT MATTHEW PHILLIPS
Senior Portfolio Manager, Senior Investment Advisor CIM, FCSI® at Richardson Wealth
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