Principal and Director of Online Content
Professional Experience: Deloitte – Audit and Financial Advisory, BMO Capital Markets – Investment Banking; CIBC Capital Markets – Equity Structure Products Sales and Trading, TD Securities – Equity Sales and Trading, Macquarie Capital Markets – Equity Sales and Trading.
Education: Wilfrid Laurier University – Bachelor of Business Administration, CA, CPA, CFA, AFM.
Phil spent 20 years in the capital markets primarily in an institutional sales and trading role. He started his career in the investment banking group at BMO Capital Markets where he worked on financing and advisory transactions in New York and Toronto. Most recently, Phil was a Senior Vice President on the sales and trading desk with Macquarie Capital Markets Canada where he focused on liability trading in the energy sector. Before that, he was a Managing Director on the sales and trading desk at TD Newcrest where he helped start and build the firm’s Income Trust business.
**Training The Street acquired The Marquee Group in 2023.**