Philip Joined Rothenberg Capital Management in 2006 as an Investment Advisor at the Calgary branch.
Philip holds a Bachelor of Arts degree and a Master’s of Arts degree in Economics from the University of British Columbia. He also holds his Canadian Securities license, and has successfully completed the Conduct Practices Handbook Course, the Derivatives Fundamentals Course and the Wealth Management Course.
Upon the completion of his degrees, Philip began his career in the banking industry. After working with the Laurentian Bank of Canada and TD Canada Trust, he became a Securities Administrator with Canadian Western Trust.
Philip draws on his education and experience in order to help construct long term financial plans for clients of all ages. His goal is to help his clients reach their financial objectives.