In 1999, Phil and his spouse, Kanning Chan, started their business partnership together and to this day continue providing a team approach to their client needs. Phil focuses on individual stock, mutual fund and bond selections when developing portfolios. Kanning provides the financial planning and insurance components to the team. Phil has been a wealth advisor for more than 30 years, having started advising clients in September of 1991. Phil’s clients can expect to receive well rounded guidance and advice based on 30+ years of financial industry experience.
Outside of work Phil enjoys outdoor activities with his family, such as skating, down hill skiing, sailing, water skiing and canoeing.
Opening doors to education plays a large role in Phil’s life. He has been a donor, volunteer, board member and officer of The Westland Foundation for over 20 years. The Foundation provides scholarships to high school graduates from Inner Winnipeg and helps these students fulfill their dreams of completing a post secondary education at the University of Manitoba, University of Winnipeg and Red River College.
Phil is currently serving as Past President of Sail Manitoba and volunteers his time with the Black Sturgeon Lake Sailing Club, a club he helped found about 10 years ago.