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Philip Blake

CIM®, FCSI®

Wealth Management Advisor, Portfolio Manager, Branch Manager – Calgary

Philip Blake is a Wealth Management Advisor and Portfolio Manager based at our Calgary office. He brings over 20 years of experience to his role as an advisor at RWM, having joined our firm in 2006.

Philip specializes in providing comprehensive and transparent advice to households in the areas of retirement planning, wealth management, and estate planning. His dedication to his clients’ financial success is evident in his meticulous approach and personalized strategies. He takes the time to understand each client’s unique circumstances and goals, ensuring that his recommendations align with their long-term objectives. With Philip as their trusted advisor, clients can have confidence in their financial decisions and feel secure in their wealth management plans.

Philip holds a Bachelor of Arts degree and a Master of Arts degree in Economics from the University of British Columbia. In addition, Philip has acquired several notable licenses, memberships, and registrations. He is a Chartered Investment Manager (CIM®), demonstrating his expertise in managing investment portfolios and providing strategic investment advice. Furthermore, he is recognized as a Fellow of the Canadian Securities Institute (FCSI®), a prestigious designation that signifies his commitment to professional excellence and ethical conduct.

For more information about our Wealth Management Advisors, please visit the CIRO Advisor Report.

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Our Offices

Westmount Head Office
Montreal – West Island
Montreal – South Shore
Calgary

Westmount Head Office

Address
4420 St. Catherine Street W
Westmount, Quebec H3Z 1R2 Canada
Telephone
514-934-0586
Telephone
1-800-811-0527

Montreal – West Island

Address
6500 Trans Canada, Suite #140
Pointe-Claire, Quebec H9R 0A5 Canada
Telephone
514-697-0035
Telephone
1-800-811-0527

Montreal – South Shore

Address
4605 Boulevard Lapinière, Block B (Floor 3)
Brossard, Quebec J4Z 3T5
Telephone
450-321-0001
Telephone
1-800-811-0527

Calgary

Address
1333 8th Street SW, Suite 302
Calgary, Alberta T2R 1M6 Canada
Telephone
403-228-2378
Telephone
1-800-456-0949