Jeff Rivett - Portfolio Manager and Senior Wealth Advisor
These are the key topics that Jeff talks about in this video:
We would like to welcome our new team member, Phillip Mak.
Here's a brief recap of the recent market activities from the last month.
What are the projections for inflation, interest rates, and a possible recession?
An update on the portfolio performance comparison between the U.S. and Canada.
Phillip Mak
Phillip brings over 17 years of experience in the financial services industry to his role with the Creed Capital Management Group. He joined National Bank Financial in 2023 and works alongside Brett and Jeff with the goal of helping clients achieve a better financial future through counsel on all aspects of their personal finances while offering portfolio management and wealth advisory services to high net-worth individuals and families, business owners and corporations.
Originally from Toronto, Phillip began his career on Bay St. in the securities trading and private banking sector. He later transitioned to the asset management industry and relocated to Vancouver in 2012 to manage and advise retail and institutional client relationships across Western Canada on portfolio strategies for some of the world’s largest investment firms including iShares by BlackRock, WisdomTree, and CI Financial Inc. He earned his Bachelor of Business Administration degree from the University of Toronto and is currently pursuing his Certified Investment Management Analyst (CIMA®) designation.
Phillip’s philosophy of financial well-being is helping clients live a life they love and providing them with the trust and confidence needed for their financial security. When he’s away from the office, he enjoys spending time with his wife and daughters. He can also be found exploring the local waters, pursuing his lifelong passion of fly fishing, photography, and videography. As an avid fisherman, he’s even been featured in BC Outdoors Magazine and enjoys sharing his passion, by teaching the next generation of future fishermen the beauty of the sport and love of the outdoors that BC has to offer.
As always, please feel free to reach out to any member of the Creed Capital Management Team if you have any questions!
- Your Creed Capital Management Team
National Bank Financial - Wealth Management (NBFWM) is a division of National Bank Financial Inc. (NBF), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF. NBF is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF), and is a wholly-owned subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX: NA).
Comentarios