Philip Burton
CFP, CIM, FCSI

My Background

With over 25 years of experience in the industry, Philip is a top-ranked Senior Portfolio Manager and Investment Advisor, managing assets for families, corporations, and trusts.

Philip began his career in 1993 as a Financial Planner for a National level firm, before eventually joining BMO Private Wealth in 2000. Over the years, he has held a lead instructor post with the Investor Learning Centre of Canada, and he has written articles for the Globe & Mail as a special contributor.

Philip’s awards include being ranked as one of the top Advisors in the firm for client satisfaction and loyalty in 2022, 2023 and 2024.

Outside the office, Philip devotes his time to his wife, travel, and fitness.