Meet Our Team

Greg Phillips B.A. Economics, CFP®, CIM®
Investment Advisor

Greg Phillips has been providing investment and wealth protection strategies to high net worth clients since 1995. A graduate of York University, he earned an Honours Degree in Economics, with a minor in German in 1991. Greg then spent two years with Revenue Canada Taxation prior to joining the investment industry.

In 1998, he obtained his Certified Financial Planner designation along with his Level 2 Life Insurance License. In 2006, after completing the Partners, Directors and Senior Officers exam and Options Supervisors exam, Greg’s high business standards were recognized when he was appointed Vice President and Branch Manager for the investment arm at one of the world’s top banks. In 2019, he received his Chartered Investment Manager’s designation. Greg continues to stay educated by attending seminars and workshops, as well as networking with other professionals to ensure his clients receive the latest and most comprehensive advice and services.

Greg is a devoted husband and father of two daughters who are now young adults. He is an avid triathlete and enjoys spending as much time as possible being active outdoors.

Lisa Phillips
Business Development Assistant

Lisa Phillips has been working with Greg since October 2015, in an Administrative and Business Development role. Lisa manages the administrative side of the business while ensuring a high level of customer service. Along with a diploma in Business Administration from Seneca College, Lisa held a Senior Marketing & Event Planning position for 5 years with one of Canada’s top financial services companies.  She has also held roles in Public & Media Relations, and Payroll.

A proud mother of two daughters, Lisa enjoys spending time outdoors, travelling with her family, practicing yoga, and cooking.