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Inside ETFs+ Canada
December 3, 2024
The Metro Toronto Convention CenterToronto, CA
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Greg Phillips
Financial Advisor at Catalyst Asset Management at Raymond James Ltd.
Speaker

Profile

Greg Phillips has been an Advisor for 20 years, with a business built from scratch. He spent his first 9 years with Edward Jones. Phillips focuses on holistic, fee-based, practice, average household age is 57. He creates financial plans for households, including extensive estate planning.

Greg's goal is to successfully transition clients from working life to retirement life.

Agenda Sessions

  • Financial Planning Strategies for Retention and Growth…

    , 10:00am
    View Session

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Veronika Popova, CFA
Director ETF Strategy
CI

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