Philip has more than 16 years of experience working with high-net-worth and ultra-high-net-worth individuals and families throughout Canada, the United States and Europe. As a Private Client Analyst and a member of the KJ Harrison Investors Private Client Team, Philip works directly with clients to deliver exceptional service and advance firm-wide initiatives to better serve their needs.

Prior to joining KJ Harrison Investors, Philip worked in a multi-generational family retail business in Toronto as the Chief Operating Officer where he was responsible for managing operational planning, international supply chain relations, clientele growth and new business development. He also contributed to the family portfolio asset allocation strategy and collaborated in the family’s succession and estate planning. He then went on to operate his own consulting firm specializing in change management with multigenerational, family businesses where he demonstrated a unique capacity to manage intricate family dynamics effectively, improve client retention and enhance overall organizational efficiencies.

Philip holds a Bachelor of Commerce Degree from McGill University in Finance and Entrepreneurship and is currently working to become a CFA ® charterholder.