Philippe Ryan-Giroux, CFP, F. Pl., RIS

Philippe is a financial planning professional who helps individuals and families attain financial peace of mind. Since joining Pembroke in 2022, he has led the firm’s financial planning services, using his expertise to make financial concepts simple and accessible to everyone on the wealth spectrum.

With over 15 years of experience, Philippe focuses on retirement, tax, insurance and estate planning. He works with clients to create clear, practical plans that align with their goals. Philippe also leads webinars to educate clients, helping them navigate complex financial decisions with confidence.

Before joining Pembroke, Philippe held advisory roles at a leading Canadian financial institution and at an independent wealth management firm. There, he earned a reputation for providing straightforward advice. For him, financial peace of mind is a process, one built on trust, education and counsel.

Highlights

• Leads the financial planning services since 2022
• 15 years of experience with 10 years in financial planning
• Financial peace of mind built on trust, education and counsel

Experience

• Senior Financial Planning Analyst, TD Wealth
• Senior Financial Planner, TD Wealth
• Financial Planner, Richardson Wealth

Education

• Personal Financial Planning Certificate, HEC Montréal
• Investment Management Specialization, University of Geneva
• Bachelor of Arts, Specialization in Economics, Concordia University

Designations

• Certified Financial Planner (CFP), Financial Planning Canada
• Financial Planner (F. Pl.), Institut québécois de planification financière
• Responsible Investment Specialist (RIS), Responsible Investment Association