Phil Bourque Email & Phone Number
Senior Wealth Advisor @ West Oak Family Office
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Phil Bourque Location
- Maple Ridge, BC, CA
Phil Bourque Work
- 2022 -now Senior Wealth Advisor @
- 2016 -2022 Investment Advisor @ Credential Securities
- 2009 -2022 Investment Advisor and Insurance advisor @ Westminster Savings Financial Planning Ltd.
- 2003 -2009 Associate Advisor and Financial Planner @
- 2002 -2003 Associate @ RBC
- 2001 -2002 Executive Services Officer @ RBC
- 1998 -2001 CSR and CAO and CAR and CSO @ RBC
Phil Bourque Education
- Financial Planners Standards Council
Certified Financial Planner (CFP) (wealth management)
- Canadian Securities Institute
Financial Management Advisor
- Canadian Securities Institute
Chartered Investment Manager (Finance, General)
2021
Phil Bourque Summary
- Phil Bourque, based in Maple Ridge, BC, CA, is currently a Senior Wealth Advisor at Wellington-Altus Private Wealth. Phil Bourque brings experience from previous roles at Credential Securities, Westminster Savings Financial Planning Ltd., RBC Dominion Securities and RBC. Phil Bourque holds a Certified Financial Planner (CFP) in wealth management @ Financial Planners Standards Council. Phil Bourque has 1 emails on RocketReach.
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