Phillip Soares Email & Phone Number
Associate Portfolio Manager @ Optimize
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Phillip Soares Location
- Toronto, ON, CA
Phillip Soares Work
- 2025 - now Associate Portfolio Manager @
- 2024 - 2025 Associate (Pending APM Registration) @
- 2023 - 2024 Financial Planner @
- 2021 - 2023 Wealth Associate @
- 2020 - 2021 Associate Advisor @
- 2018 - 2020 Associate @
- 2017 - 2018 Private Client Portfolio Administrator @
- 2016 - 2017 Financial Services Representative – Investment Consultant @
- 2015 - 2016 Customer Service Representative @
Phillip Soares Education
- Ted Rogers School of Management - Toronto Metropolitan University
Bachelor of Commerce (B.Comm) (Economics & Management Science)
2013 - 2017
Phillip Soares Skills
- Wealth Management
- Portfolio Management
- Investment Strategies
- Mutual Funds
- Fixed Income
- Alternative Investments
- Options
- Equities
- Sales
- Estate Planning
- Retirement Planning
- General Insurance
- Life Insurance
- Tax Planning
- Exchange Traded Funds
- Segregated Funds
- Lending Solutions
- Retail Banking
- Trust Services
- Leadership
- Microsoft Excel
- Project Management
- Marketing Communications
- Series 7
- Military Experience
- Securities
Phillip Soares Summary
- Phillip Soares, based in Toronto, ON, CA, is currently a Associate Portfolio Manager at Optimize Wealth Management. Phillip Soares brings experience from previous roles at Optimize Wealth Management, Scotiabank, National Bank Financial and RBC Dominion Securities. Phillip Soares holds a 2013 - 2017 Bachelor of Commerce (B.Comm) in Economics & Management Science @ Ted Rogers School of Management - Toronto Metropolitan University. With a robust skill set that includes Wealth Management, Portfolio Management, Investment Strategies, Mutual Funds, Fixed Income and more. Phillip Soares has 1 emails and 1 mobile phone numbers on RocketReach.
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