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    Tanner Philp

    Senior Investment Counsellor at RBC PH&N Investment Counsel

    Tanner Philp is currently a Senior Investment Counsellor at RBC PH&N Investment Counsel, managing private client discretionary portfolios for individuals, families, and companies.

    With 20 years of experience in the financial services industry, Tanner has held various investment, leadership, and operational roles.

    His role involves gaining a deep understanding of clients' financial needs, building trust, and actively managing portfolios on a discretionary basis.

    Tanner holds the designations of Chartered Accountant (CA), Canadian Investment Manager (CIM), and has a Bachelor of Business Administration (Finance) degree.

    His expertise allows him to create customized investment portfolios that align with clients' family, estate, charitable giving, and corporate requirements.

    Tanner collaborates with tax, legal, insurance, and estate planning professionals to offer comprehensive wealth management solutions.

    His specialties include Discretionary Wealth Management, Financial Planning, Investment Management, Alternative Investment Funds, Venture Capital, Private Equity, M&A, Financing, Financial Operations, Technology, Biotech, Public Companies, and Private Companies.

    In terms of education, Tanner studied Bachelor of Business Administration majoring in Finance at Simon Fraser University.

    His past roles include being a Director, CEO, Corporate Secretary, and Partner at various organizations like BC Technology Industry Association, Lions Investment Management Ltd., RewardStream, Voice Mobility, and more.

    Additionally, Tanner has been involved in various capacities at technology, healthcare, finance, and investment firms such as In Motion Technology, Zeugma Systems, Conasys, Vigil Health Solutions, Urodynamix Technologies, BC Advantage Funds, and Lions Capital Corp.

    Tanner Philp
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    Location

    Vancouver, British Columbia, Canada
    Location