Philip Kuzyk

Philip Kuzyk is a Senior Portfolio Manager at CG Wealth Management Canada, with his office based in Vancouver, British Columbia, Canada. Philip has spent over 23 years helping both domestic and international clients become successful stewards of their wealth. Philip joined CG Wealth Management in 2014 and developed his current client base which includes individuals, family offices, corporations and institutions.  Previous to his time at CG , Philip was a partner and regional leader at one of North America’s largest independent brokerage firms.  From there he opened and grew one of Canada’s largest independent branches for Raymond James Financial.

Philip’s credentials include a Fellow of the Canadian Securities Institute (FCSI®), the highest Canadian Securities Institute designation, and he is a Chartered Investment Manager (CIM®), which is the recognized standard for portfolio management.

After studying at Eastern Illinois University, he completed his bachelor’s degree at Simon Fraser University while competing as a varsity athlete in both soccer and basketball.

Philip is married, has two boys and resides in West Vancouver, BC.

Our team understands that managing wealth is a major responsibility, making our role of navigating and understanding our clients’ unique financial complexities of utmost importance.  Our strength lies in our proprietary investment approach and our comprehensive client solutions, which allows us to only work with a small amount of new clients per year.

Please contact our team for an initial consultation.

Contact:
I support these types of investment needs:

• Comprehensive Financial Planning
• Legacy and Succession Planning
• Tax Planning
• Insurance Solutions
• Discretionary Investment Management
• Philanthropic Solutions

www.philkuzyk.com
pkuzyk@cgf.com
604.699.0840
800.663.1899 (Toll Free Canada)
800.663.8061 (Toll Free US)
Fax: 604.643.7606
https://www.linkedin.com/in/philipkuzyk/

• Vancouver