Philip Swan, MBA, CFA, CAIA

Investment Advisor, RBC Dominion Securities

As an investment advisor with RBC Dominion Securities, Philip is dedicated to helping you build not only wealth, but a better future for you and those you care about. Philip takes a disciplined approach to portfolio management that prioritizes risk-adjusted performance, tax-efficiency, and preservation of capital in all market conditions. Portfolio decisions are made according to your particular goals and only the highest conviction investments are considered. Guided by the belief that every client deserves a personalized plan, he will draw on the expertise of RBC’s many internal specialists as well as work collaboratively with your own network of advisors in order to provide you with the best possible solution.

A firm believer in ongoing education, Philip has obtained an MBA from Wilfrid Laurier University and advanced designations such as the CFA, CIM, and CAIA. Only through the achievement of the highest standards in the industry and by staying current with the latest developments can Philip fulfill his commitment of delivering exceptional service to his clients.

It is my pleasure to share several articles that have brought considerable value to clients and strategic partners. Simply contact me if you would like more information on the subjects below or any other.

1. Selling your business

2. Tax-planning checklist for high-income earners

3. Ten strategies to pay less tax in retirement

Philip can be reached by email at philip.swan@rbc.com

Articles by Philip:

Wealth Planning Strategies During a Market Downturn