Philip Ian Lieberman
Portfolio Manager-Equities at KJ Harrison & Partners, Inc.
Profile
Mr. Philip I.
Lieberman is a Partner & Portfolio Manager at KJ Harrison & Partners, Inc. He manages investment portfolios on a discretionary basis for a significant base of affluent individuals and families throughout Canada, including their trusts, estates and holding companies.
Given his deep experience in the investment industry, as well as in corporate, tax, estates and trust law, he is first and foremost a manager of risk for his clients.
He brings a holistic approach to wealth management, quarterbacking his clients’ wealth and advising on the issues and complexities associated with it.
By working closely with his clients’ other professional advisors including family offices, accountants, corporate, tax and trust lawyers, bankers and philanthropic advisers, he develops for each of his clients a customized strategic wealth plan in order to optimize each client’s investment and tax strategy in accordance with their individual goals and risk profile.
Prior to joining KJ Harrison, he spent 12 years at Scotia Capital, the global corporate and investment banking arm of The Bank of Nova Scotia.
Between 2003 and 2008, Mr. Lieberman was Managing Director and Industry Head, Industrial Products.
In this role, he was a senior member of the leadership team at Scotia Capital, having senior management responsibility over a team of Relationship Managers as well as direct Relationship Management responsibility for C-Suite executives across the Industrial Products segment.
Prior thereto, he practiced corporate, securities and mergers & acquisitions law at Meighen Demers LLP (now Norton Rose Fulbright LLP).
He received his LLB degree from McGill University and a joint MBA from Northwestern University-Kellog School of Management and York University-Schulich School of Business.
Philip Ian Lieberman active positions
Companies | Position | Start |
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KJ Harrison & Partners, Inc.
KJ Harrison & Partners, Inc. Investment ManagersFinance KJ Harrison & Partners, Inc. (KJH) is an investment management firm headquartered in Toronto, Canada. The firm was founded by K. James Harrison in 2001 and is a wholly owned subsidiary of Harrison & Partners Holdings, Inc. KJH offers investment advisory services to select individuals and families. | Portfolio Manager-Equities | 2007-12-31 |
Former positions of Philip Ian Lieberman
Companies | Position | End |
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Scotia Capital, Inc.
Scotia Capital, Inc. Investment ManagersFinance Founded in 1939, Scotia Capital, Inc. is a full-service financial services firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Bank of Nova Scotia (NYSE: BNS) Their global operations are divided into two primary business units: (1) global corporate and investment banking and (2) global capital markets. | Corporate Officer/Principal | 2007-12-30 |
Ogilvy Renault LLP | Corporate Officer/Principal | - |
Training of Philip Ian Lieberman
Kellogg School of Management | Masters Business Admin |
The Schulich School of Business | Masters Business Admin |
McGill University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Linked companies
Private companies | 3 |
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Scotia Capital, Inc.
Scotia Capital, Inc. Investment ManagersFinance Founded in 1939, Scotia Capital, Inc. is a full-service financial services firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Bank of Nova Scotia (NYSE: BNS) Their global operations are divided into two primary business units: (1) global corporate and investment banking and (2) global capital markets. | Finance |
Ogilvy Renault LLP | Commercial Services |
KJ Harrison & Partners, Inc.
KJ Harrison & Partners, Inc. Investment ManagersFinance KJ Harrison & Partners, Inc. (KJH) is an investment management firm headquartered in Toronto, Canada. The firm was founded by K. James Harrison in 2001 and is a wholly owned subsidiary of Harrison & Partners Holdings, Inc. KJH offers investment advisory services to select individuals and families. | Finance |
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