Associate Portfolio Manager, Financial Planner CFP®, CIM® Phillip Briggs Prior to joining PWL in January 2022, Phil worked as a financial planner for over a decade at a large Canadian financial institution. His role focuses on understanding his clients’ values, helping them articulate clear, actionable financial goals, and developing a personalized financial plan. Phil is a strong believer in taking an evidence-based approach to investment management, and always putting clients’ needs first. Outside of the office, Phil enjoys hiking, reading, and playing the drums. Phil’s credentials include: CFP Certification CIM® Designation Contact the PWL Capital Team We offer comprehensive Wealth Management services to families accross Canada. We look forward to gaining a better understanding of your individual needs and discuss how we can best serve you. Please complete the form below and we will get in touch with you shortly. 1About You2About Your Investments Name* TitleMr.Mrs.MissMs.Dr.Prof.Rev. Prefix First Last Email* Phone*City ProvinceAlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNorthwest TerritoriesNova ScotiaNunavutOntarioPrince-Edward IslandQuebecSaskatchewanYukon How did you hear about us?How did you hear about us?ReferralYouTubePWL Live Event (Webinar, Q&A)Rational Reminder PodcastThe Money Scope PodcastSocial MediaMedia and PressGoogleOtherAt PWL, we build long-term relationships with our clients through ongoing financial planning and portfolio management. Does this describe what you are looking for?*Yes - I am looking to partner with a team that can provide quality advice over time.No - I would like one-time feedback and prefer to implement on my ownHow much are you looking to have managed?**under $500,000$500,000 - $1,000,000$1,000,000 - $2,000,000$2,000,000 - $3,000,000$3,000,000 - $5,000,000$5,000,000 +Prefer not to discloseHow can we help?Subscribe to the Rational Reminder Newsletter. Yes, I want to subscribe to the Rational Reminder Newsletter. CAPTCHA Δ