Phillips, Hager & North Investment Services

Office address: PH&N Investment Services, Waterfront Centre, 200 Burrard Street, 20th Floor Vancouver, B.C. V6C 3N5
Year established: 1964
Company type: investment management
Employees: 2-10
Expertise: finance, investment management
Parent company: RBC Global Asset Management
CEO and key people: Mark Neill, President
Financing status: corporate backed or acquired 

Phillips, Hager & North Investment Services or PH&N is a key player in Canada's financial industry with over $6 billion in assets under administration. Its institutional arm, PH&N Institutional, is one of Canada’s most well-established institutional asset managers. PH&N has been a part of the RBC Global Asset Management group since 2008.

History of Phillips, Hager & North Investment Services

Phillips, Hager & North was established in 1964 by Art Phillips, Bob Hager, Rudy North and Richard Bradshaw, who are considered pioneers in Canada’s financial management industry. The company was founded on 3 principles: a conservative approach to investing, excellent client service, and a commitment to integrity.

In 2008, PH&N became part of RBC Global Asset Management (RBC GAM). This merger has allowed PH&N to tap into RBC's extensive resources while being true to its unique investment philosophy and client-focused approach.

Products and Services of Phillips, Hager & North Investment Services

Phillips, Hager & North offers a suite of investment products and services, such as:

  • mutual funds
  • exchange-traded funds (ETFs)
  • alternative investments
  • retirement resources
  • responsible investment

Because PH&N is part of the RBC GAM umbrella, its investors can also benefit from low-cost mutual funds.

Culture at Phillips, Hager & North Investment Services

As a subsidiary of RBC GAM, Phillips, Hager & North espouses the same corporate values:

  • placing clients’ interests first
  • fostering collaboration and teamwork
  • celebrating different backgrounds, different strengths

PH&N offers exceptional, impartial service. Its investment advisors don’t work on commission, so clients are assured that their interests come first.

About Phillips, Hager & North Investment Services President Mark Neill

Mark Neill is a certified financial planner and chartered financial analyst with over 25 years’ experience in asset management. He started his career with TD Asset Management (1994-2005) before joining Phillips, Hager & North as vice president in 2005. He has been the firm’s president since 2009.

Beyond his role at PH&N, Neill also serves as director at the Canadian ETF Association and a trustee at the Arts Umbrella Foundation.

Neill graduated with a degree in Economics from the University of Toronto in 1994.

Future at Phillips, Hager & North Investment Services

Continued growth and innovation are in store for PH&N. It continues to leverage the resources and network of RBC GAM to deliver top-notch investment products to its clients. With a strong foundation and a forward-looking approach, PH&N is set to remain a significant player in Canada's financial services industry.