Catalyst Wealth’s founding partner, Phil, brings over two decades of expert holistic wealth advice to his clients and the team. Phil’s focus is holistic wealth advice employing proven processes and wealth strategies. Phil’s passion is helping business owners, professionals, and their families utilize their wealth to experience their lives so they can actualize their most important goals and dreams. His primary drivers cultivate trusted relationships anchored in respect, honesty, integrity, commitment, and responsibility. In addition, Phil works diligently to demystify the most complex concepts and strategies in helping clients understand their money and investment portfolios. A strong advocate and communicator, Phil coordinates with his clients’ broad advisory team, including their tax, legal, and estate planning advisors ensuring the effective execution of their wealth plan.
Committed to leadership, personal growth, and learning, he holds the CERTIFIED FINANCIAL PLANNER (CFP®) and Chartered Investment Manager (CIM®) designations, two of the most prestigious designations in the industry. He has also been honoured as a Fellow of the CSI (FSCI®), reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment, and dedication to their clients and industry.
Outside of the office, Phil is a proud father and husband. As a motorcycle enthusiast, Phil enjoys riding his Harley-Davidson motorcycle for many hours. In addition, he is an avid music lover, playing guitar and listening to his comprehensive vinyl record collection. He also engages in multiple philanthropic endeavours, having most recently served nine years on the board of directors for the Maple Ridge Community Foundation. He is also a member at large for BC Camp Choice Society advocating for at-risk youth.
Wellington-Altus Gestion Privée est membre du Fonds canadien de protection des épargnants et de l’Organisme canadien de réglementation du commerce des valeurs mobilières.