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    Carmen Phillips
    FMA, PFP


    Address

    10802 - 82 Avenue
    Edmonton, AB T6E 2B3

    Languages

      English

    My Background

    Carmen Phillips discovered his enthusiasm for the markets at the young age of 18, taught himself the basics and has enjoyed investing ever since. He has almost 20 years of experience and has been advising affluent clients since 2005. Carmen joined BMO Nesbitt Burns in 2013 after spending eight years with BMO Financial Group as a Financial Planner and two years with RBC as a banker. In 2021, he teamed up with Kevin Algajer and Robert Babee to form the ABC Wealth Management Group.

    Carmen graduated with a Finance Diploma from the Northern Alberta Institute of Technology (NAIT) and holds the Financial Management Advisor (FMA) and Personal Financial Planner (PFP®) designations and a Certificate in Advanced Investment Advice from the Canadian Securities Institute. He is currently working to obtain his Chartered Investment Manager (CIM®) designation to offer discretionary portfolio management services.

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    BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

    ®Registered trademark of Bank of Montreal, used under license.

    Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.