Greg Phillips Email & Phone Number

Highly effective and CIRO-licensed Sales and Marketing Leader with over a decade of experience in the financial services industry. I specialize in driving business growth, implementing practice management solutions, and integrating fee-based and managed platforms to elevate advisor practices.Throughout my career, I have consistently delivered measurable results, achieving success through strategic initiatives that enhance retail net new assets, profitability, and alignment with organizational goals. My expertise lies in developing and coaching advisors, fostering their growth, and helping them deliver a holistic wealth management experience to clients.Known for building strong, collaborative relationships, I work seamlessly with Wealth Management partners to drive synergies that better position advisors to meet client needs. My leadership extends to business development, platform implementation, and operational efficiency, ensuring both advisors and organizations achieve their full potential.I am passionate about empowering advisors to adopt innovative solutions that enhance their value proposition while prioritizing client outcomes. With a proven track record in wealth management leadership, I bring a unique combination of strategic insight, hands-on execution, and relationship management to every initiative I undertake.

Listed skills include Equity Trading, Portfolio Management, Asset Allocation, Marketing Strategy, and 2 others.

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  Brock University

  Honours Business Administration