As seasoned Business Development Manager with a wealth of experience spanning financial services, wealth management, investment funds, and professional services.
As IFSG’s dedicated BDM serving Alberta business owners and organizations, Philip brings a strategic approach to fostering strong partnerships, optimizing financial solutions, and driving business growth.

With a background in financial product marketing, customer success, and enterprise client management, Philip has successfully led complex projects in banking, capital markets, and insurance. His expertise includes CRM implementation, project management, process optimization, and digital product strategies, ensuring that businesses and organizations in Alberta benefit from cutting-edge financial solutions tailored to their needs.

Philip has worked with top-tier financial institutions such as CIBC Mellon, RBC Investor & Treasury Services, and BMO Nesbitt Burns, managing large-scale financial projects, regulatory compliance initiatives, and system migrations. His leadership in mergers, fund company system conversions, and trade processing provides him with an in-depth understanding of the financial landscape and regulatory environment in Canada.

As IFSG’s BDM for Alberta, Philip is committed to delivering innovative financial solutions, empowering business owners with strategic financial insights, and fostering long-term partnerships to help businesses thrive in today’s competitive market.