IG Wealth Management Chief Investment Strategist Philip Petursson has spent over 25 years working for prominent financial institutions in a variety of senior leadership roles. He earned his Bachelor of Commerce from McMaster University, he holds a Chartered Investment Manager designation from the Canadian Securities Institute, and he is also an award-winning podcaster.

Philip Petursson

Chief Investment Strategist

10.000

Trades Generated

Professional Broker and Investment Adviser

Founded in 1926, IG Wealth Management is a national leader in delivering personalized financial solutions to Canadians through a network of advisors located across Canada. In addition to an exclusive family of mutual funds and other investment vehicles, IG offers a wide range of other financial services. IG Wealth Management has $116.8 billion in assets under advice as of January 31, 2022, and is a member of the IGM Financial Inc. (TSX: IGM) group of companies. IGM Financial is one of Canada’s leading diversified wealth and asset management companies with approximately $270.7 billion in total assets under management and advice as of January 31, 2022.

Broker Qualification Examina

Additional information including professional designations is available in the FINRA Detailed Report.

State Securities Law Exam

SIE – Securities Industry Essentials Examination.

Aug 13, 2008

General Industry/Products Exam

SIE – Securities Industry Essentials Examination

Oct 1, 2018

General Industry/Products Exam

Series 7 – General Securities Representative Examination

Jul 30, 2008

General Industry/Products Exam

Series 52TO – Municipal Securities Representative Examination

Jan 2, 2023

Candidate Management

General Industry/Products Exam

Jan 2, 2023

My Work Experience

Investment Adviser

MARINER WEALTH ADVISORS (CRD#:140195). 2019 - 2023 (3 years)

Stock Broker

MSEC, LLC (CRD#:154327). 2019 - 2023 (3 years)

Stock Broker | Investment Adviser

BOK FINANCIAL SECURITIES, INC. (CRD#:17530). 2009 - 2019 (10 years)

EDWARD JONES (CRD#:250)

Stock Broker | Investment Adviser. 2008 - 2008 (Less than 1 year)

More than 1,000 clients trust me to handle their investment portfolios

I build immersive & functional investment strategies. Are you in need of transparent guidance and a more effective trading strategy?

5.0 out of 5.0 based on 1,763 reviews

Nancy Baron

Texas USA

Meeting Philip last year was definitely magical. I was in dire need of someone to manage my finances and there she was, simple and understanding to the last bit. I totally enjoy working with Philip

Joseph Cleaver

London UK

I met Philip through a work mate and since then, I have obtained a lot more clarity on how the stock market works. He took me through the basics and got me from a portfolio of $20k to $90k in less than 4 months.

Check some details about my work process |

Market Research

I do a lot of research on any market before I enter into any financial dealing on it. This ensures that I have all the data needed for a particular deal or trade on that market.

Strategy Development

Without a fully built strategy, any financial deal is more like a gamble than a trade. I take time to develop strategies around a particular market before starting off on any trade.

Strategy Testing

Testing out on a demo account or mock platform would help you observe the accuracy and weak points in your strategy, this allows for proper strategy review and re-development.

Contact

Let us have a conversation about your portfolio |

You can always reach me through this e-form or contact me direct with my phone number. I am always ready to take your calls.

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E-mail Adress

philip_petursson@outlook.com

WhatsApp Number

+1 (832) 409-3256