Team Members

Greg Phillips, CFP®, CIM®

Assistant Vice-President, Business Development

Greg works closely with Brian Coughlin, providing service to private clients and institutional clients for Cardinal. Prior to joining Cardinal, Greg maintained a financial planning practice in Brandon, Manitoba. He holds a Bachelor’s degree from Brandon University majoring in economics, and has attained the Certified Financial Planner (CFP®) and Chartered Investment Manager designations (CIM®). Greg is licensed as both an Associate Advising Representative (AAR) in Canada and an Investment Adviser Representative (IAR) in the United States.

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Greg

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