Paul Phillips
About Paul Phillips
Paul Phillips serves as the Regional Head of MD Signature Private Wealth Management at MD Management Limited, where he has worked since 2021. With over two decades of experience in financial management, he has held various leadership positions within MD Financial Management across Canada.
Current Role at MD Financial Management
Paul Phillips serves as the Regional Head of MD Signature Private Wealth Management at MD Management Limited. He has held this position since 2021 and is based in Ontario, Canada. In this role, he leads a team dedicated to enhancing the financial well-being of physicians and their families. His responsibilities include overseeing wealth management strategies and ensuring that clients receive tailored financial advice.
Previous Positions at MD Financial Management
Paul Phillips has a substantial history with MD Financial Management, having worked in various leadership roles since 1999. His previous positions include Senior Financial Consultant, Regional Manager, Regional Vice President for Alberta and NWT, and Zone Vice President for Western Canada. His career at MD spans over two decades, reflecting his extensive experience in financial management.
Educational Background
Paul Phillips completed his Bachelor of Arts in Economics (Honours) at the University of Waterloo from 1987 to 1992. He also attended Waterloo Collegiate Institute from 1985 to 1987 and Thornlea Secondary School from 1983 to 1985. His educational background has provided a strong foundation for his career in financial services.
Career Transition and Growth
Paul Phillips transitioned from the role of Regional Vice President for Alberta and NWT to his current position as Regional Head in Ontario. This shift indicates a change in both geographical focus and increased responsibilities within the organization. His career progression reflects his adaptability and commitment to the financial services sector.
Experience in Financial Services
With over two decades of experience in financial management and wealth management roles, Paul Phillips has developed a deep understanding of the industry. His career began as a Financial Advisor at RBC, where he worked from 1992 to 1999, before moving to MD Financial Management. His extensive experience positions him as a knowledgeable leader in the field.