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East West Portfolio Management for Canadians
About Us
East West is a Toronto based investment management firm, founded in 2009 by Richard Phillips, which provides Canadian high net worth clients and families with premium services and tailored solutions to meet today’s investment challenges.
East West provides portfolio management services focusing on selective yield opportunities and global equity allocations. Leveraging our financial product knowledge and extensive contacts allow East West to provide balanced counsel to our clients. We construct customized solutions to a client’s specific needs, while offering value-added services not typical of the average money manager.
East West Investment Management is registered with the applicable securities regulators as an Investment Fund Manager, Portfolio Manager, Commodity Trading Manager and Exempt Market Dealer in Ontario.
The Yield Alternative
Faced with shrinking yields throughout the world, investors are increasingly confronted with difficult choices when creating stable income streams.
East West specializes in alternative yield products, performing extensive research and developing relationships with Canada’s most successful alternative fund companies, allowing us to take advantage of opportunities to invest our clients’ capital in a diversified portfolio that optimizes risk, return and yield.
Our Management Team
Richard Phillips
Richard oversees the investment activities at East West Investment Management. Richard is the former Deputy Chairman and Global Head of Trading at CIBC World Markets. In addition he has Chaired numerous endowment organizations and investment industry regulatory committees.
Ryan Lim
Ryan oversees all operational matters at East West Investment Management. Ryan’s experience is in the development and operation of systems for trading and financial services. Ryan graduated from the University of Toronto with a degree in Engineering.
Zachary Schwartz
Zach manages client relationships and business development at East West Investment Management. Zach previously worked at a Canadian multi-family office and at a New York-based fintech startup. He volunteers at several charities.
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Management Advisory Board
Andrew Burgess
Andrew has more than 20 years of experience as an entrepreneur, business operator, and management consultant. He is co-founder and former CEO of Somerset Entertainment, a producer of music sold to non-traditional retailers. He is the former chairman of Upper Canada College’s Board of Governors.
Brian Shaw
Brian has more than 25 years of experience in the financial services industry. He is the former Chairman and CEO of CIBC World Markets. He is a Chartered Financial Analyst and Director of the Toronto CFA Society. He is also a director of Encana Corporation, Nuvista, Manulife Bank of Canada and Manulife Trust Company.
Richard Wernham
Richard has more than 20 years of experience in the global wealth management industry. He is founder and former CEO of Global Strategy Financial, previously one of Canada’s largest independent mutual fund companies and a former lawyer with Torys, specializing in securities and corporate law.
