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.