Philip Lieberman, JD, MBA, CIM®
Partner & Portfolio Manager
Philip Lieberman is a Partner and member of the Private Client Team and a registered Portfolio Manager. Philip has over 22 years of experience in the investment industry, finance and the capital markets. Prior to joining KJ Harrison Investors, Philip spent 12 years at Scotia Capital, the global corporate and investment banking arm of The Bank of Nova Scotia. Between 2003 and 2008, Philip was Managing Director and Industry Head, Industrial Products. In this role, Philip was a senior member of the leadership team at Scotia Capital, having senior management responsibility over a team of Relationship Managers as well as direct Relationship Management responsibility for C-Suite executives across the Industrial Products segment. Prior thereto, Philip practiced corporate, securities and mergers & acquisitions law at Meighen Demers LLP (now Norton Rose Fulbright LLP).
Philip manages investment portfolios on a discretionary basis for a significant base of affluent individuals and families throughout Canada, including their trusts, estates and holding companies. Given his deep experience in the investment industry, as well as in corporate, tax, estates and trust law, Philip is first and foremost a manager of risk for his clients. He brings a holistic approach to wealth management, quarterbacking his clients’ wealth and advising on the issues and complexities associated with it. By working closely with his clients’ other professional advisors including family offices, accountants, corporate, tax and trust lawyers, bankers and philanthropic advisers, Philip develops for each of his clients a customized strategic wealth plan in order to optimize each client’s investment and tax strategy in accordance with their individual goals and risk profile.
Philip received a Bachelor of Law degree (JD) from McGill University in 1991 and was called to the Bar of Ontario in 1993. Philip received a joint Masters of Business Administration degree (MBA) from the Kellogg School of Management, Northwestern University, Chicago and the Schulich School of Business, York University, Toronto in 2005.
Philip is actively involved in the community. He is a member of the Board of Directors of the National Ballet Company of Canada, currently serving as Chairman of the Pension Committee and a member of the Joint Investment Committee of the Company and its Endowment Foundation.
Philip is a member of the Leaders Cabinet of SickKids Hospital, having previously served a 3-year term as Chair of the Leaders Cabinet. Philip is a member of the Board of Trustees of Beth Sholom Synagogue Foundation. Philip continues to be active with the United Jewish Appeal of Greater Toronto, having previously been Co-Chair of the Bay Street Cabinet and a member of the Major Gifts Committee. In 2015, Philip was honoured to Co-Chair the annual State of the Union Dinner for the Friends of Simon Wiesenthal Center, a not-for-profit human rights organization committed to countering racism and to promoting the principles of tolerance, social justice and Canadian democratic values through advocacy and education.