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Paul Philps, Cpa, Cma, Cfp is listed as Investment Advisor at RBC Dominion Securities at RBC Dominion Securities, a with 5030 employees, based in British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Paul Philps, Cpa, Cma, Cfp.
Paul Philps, Cpa, Cma, Cfp previously worked as Investment Advisor at Rbc Dominion Securities and Western Canadian Sales Manager at Minogue Medical Inc.. Paul Philps, Cpa, Cma, Cfp holds Certified Fiancial Planner from Financial Planning Standards Council.
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As an Investment Advisor, Paul works with his clients to create long-term, personalized financial plans to help meet their individual goals. Paul is a Chartered Professional Accountant (CPA) and a Certified Management Accountant (CMA) who services clients throughout Western Canada. He specializes in planning for life transitions, whether that be retirement, income requirements or inter-generational money transfer. Paul builds long-term relationships with his clients based on trust and care, prioritizing their understanding of their investment strategy so that they can enjoy confidence in their financial future. His clients value his ability to listen to their needs, goals and circumstances, and develop creative solutions tailored to them. His diverse financial background enables him to assess your financial needs from a holistic perspective, and he leverages the specialists of RBC Wealth Management to ensure all facets of your wealth (tax planning, will and estate planning, business planning, etc.) are included in your financial plan.In his spare time, Paul enjoys golfing, hockey and donating his time to various organizations such as The Mackie House Foundation, Junior Chamber International and Rotary. He lives in Vernon, British Columbia with his wife, his two daughters and his maltalier dog.
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A career timeline built from the work history available for this profile.
Vernon, Bc
As an Investment Advisor for RBC Dominion Securities, myself and my team work with our clients to maximize their goals. This could be growing their savings as they near retirement or ensuring financial security.
Vancouver, Canada Area
As the manager for Western Canada, I manage a sales team of three people as well as manage the national specialists along with my counterpart in Eastern Canada. We are a national medical distributor that concentrates on supplying products that impact patients in surgery and through nutrition.
Western Canada
Responsible for the sales and customer service of our products in British Columbia. Our products are concentrated within the operating room and focus on new technologies.
Vancouver, Canada Area
Working directly with the healthcare market, I offered a wide range of medical capital equipment devices that are manufactured in Canada
Delta, Bc
A new sales process was implemented that split the BC sales team into two different groups, hunters and farmers. I was chosen to lead a team of four that bridged both responsibilities in order to expand services within existing accounts and as well to take innovative processes learned through our investigations and hunt similar businesses. We worked both in conjunction with existing sales people as well as on our own in order to create innovative software portals for clients as well as to change the processes that are normally used within the printing industry. We concentrated on medium to large scale companies that had multiple locations.
Delta, Bc
To aid companies in either cutting costs or in the quicker retrieval of funds. Also we can operate on a print level to develop media campaigns.
Vancouver, Canada Area
Working out of the Richmond, BC office, I sold to all levels of Government, Education and production print shops in Chilliwack, BC. I was responsible for selling the first production black and white machine in the Fraser Valley.
Edmonton, Canada Area
Managing a manufacturing plant that consisted of 50 different workers I was responsible for maintaining quality and production within a unionized environment. We produced bedding for Western Canada and Asian markets.
Other employees you can reach at rbcds.com. View company contacts for 5030 employees →
Connor Nixon
Colleague at Rbc Dominion SecuritiesToronto, Ontario, Canada
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Bill Holmes, Cim, Fma, Fcsi
Colleague at Rbc Dominion SecuritiesOakville, Ontario, Canada
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Todd St. Jean, Cfp, Cim
Colleague at Rbc Dominion SecuritiesThunder Bay, Ontario, Canada
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YZ
Yj Zhu
Colleague at Rbc Dominion SecuritiesToronto, Ontario, Canada
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Spencer Schellenberg
Colleague at Rbc Dominion SecuritiesWinnipeg, Manitoba, Canada
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Ann Edgecombe, Bba
Colleague at Rbc Dominion SecuritiesHalifax, Nova Scotia, Canada
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LL
Lisa Liu, B. Comm., Pfp®, Cim®
Colleague at Rbc Dominion SecuritiesWinnipeg, Manitoba, Canada
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JE
Jeffrey Elliott
Colleague at Rbc Dominion SecuritiesToronto, Ontario, Canada
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AH
Anahita Heidari
Colleague at Rbc Dominion SecuritiesCanada
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LW
Lisa Wu
Colleague at Rbc Dominion SecuritiesGreater Vancouver Metropolitan Area, Canada
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Quick answers generated from the profile data available on this page.
Paul Philps, Cpa, Cma, Cfp works for RBC Dominion Securities.
Paul Philps, Cpa, Cma, Cfp is listed as Investment Advisor at RBC Dominion Securities at RBC Dominion Securities.
Paul Philps, Cpa, Cma, Cfp is based in British Columbia, Canada while working with RBC Dominion Securities.
Paul Philps, Cpa, Cma, Cfp has worked for Rbc Dominion Securities, Minogue Medical Inc., Amico Corporation, The Data Group Of Companies, and Western Region Xerox.
Paul Philps, Cpa, Cma, Cfp's colleagues at RBC Dominion Securities include Connor Nixon, Bill Holmes, Cim, Fma, Fcsi, Todd St. Jean, Cfp, Cim, Yj Zhu, and Spencer Schellenberg.
You can use AeroLeads to view verified contact signals for Paul Philps, Cpa, Cma, Cfp at RBC Dominion Securities, including work email, phone, and LinkedIn data when available.
Paul Philps, Cpa, Cma, Cfp holds Certified Fiancial Planner from Financial Planning Standards Council.
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