Phillip Mak Email & Phone Number
Wealth Associate @ Creed Capital Management Group at National Bank Financial
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Phillip Mak Location
- Vancouver, BC, CA
Phillip Mak Work
- 2023 -now Wealth Associate @
- 2022 -2023 Head of Sales, Western Canada @
- 2020 -2021 Vice President, Sales @
- 2017 -2020 Director, Canada West Distribution @
- 2010 -2017 Vice President @
- 2007 -2010 Associate Vice President @
- 2005 -2007 Financial Advisor, Private Banking @
- 2003 -2005 Investment Representative @
Phillip Mak Education
- University of Toronto
Bachelor of Business Administration - BBA (Business/Commerce)
2000-2005
Phillip Mak Skills
- Relationship Building
- Sales
- Business Development
- ETFs
- Asset Management
- Wealth Management
- Financial Services
- Investment Management
- Portfolio Management
- Territory Management
- Investment Strategies
Phillip Mak Summary
- Phillip Mak, based in Vancouver, BC, CA, is currently a Wealth Associate at Creed Capital Management Group at National Bank Financial. Phillip Mak brings experience from previous roles at Evolve ETFs, CI Global Asset Management, WisdomTree Asset Management and BlackRock. Phillip Mak holds a 2000 - 2005 Bachelor of Business Administration - BBA in Business/Commerce @ University of Toronto. With a robust skill set that includes Relationship Building, Sales, Business Development, ETFs, Asset Management and more. Phillip Mak has 1 emails and 3 mobile phone numbers on RocketReach.
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Top Creed Capital Management Group at National Bank Financial Employees
Brett Creed
Senior Wealth Advisor
West Vancouver, BC, CA
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