Phelim L. O'Malley received his Master of Business Administration (MBA) degree from York University's Shulich School of Business in 1997. Phelim has been a Certified Financial Planner (CFP) since 1999. He has also completed numerous additional industry designations in his more than 15 years in the estate and financial planning industry. The most recent position held was Director, Estate and Financial Planning, with a major life insurance company.
