Carmen Phillips
FMA, PFP

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.