Philip Roe

Philip Roe

A real-estate investor himself, Philip (Phil) brings over 35 years of financial services experience to Lotus Income as its Chief Operations Officer. Having worked at companies such as Manulife, JP Morgan, CIBC, and TD Bank (among others), he has occupied roles such as CTO, CIO (Chief Information Officer), and Head of Trading Systems. Phil has also founded, co-founded, invested in, and grown multiple startups such as BetterMarkets and RealityClick.

Phil provides operations leadership to Lotus Income through the decisive use of innovation and implementation. With a background in statistics and econometrics, Phil helps expand Lotus Income's reach to more and more Canadians, especially those that would highly benefit from awareness and knowledge of reverse mortgages and equity releases. Phil is all about scalability. He knows every customer needs to be treated as if he or she were the only customer, and that that kind of customer experience can only be delivered through ongoing improvement and constant feedback from the company's many stakeholders.

Phil's contributions to Canadians is extensive and ongoing. A hockey and soccer coach in North Toronto (ages 7 - 17), as well as a boxer for Variety Village fundraising matches, Phil is continually involved in local community activities and fundraising (such as the Canadian Cancer Society, and the Heart Association of Ontario). Lotus Income's CTO rode 200km in the Ride to Conquer Cancer fundraising initiative, and co-founded an NGO (Students Crossing Borders) that provides education and advancement opportunities in Kingston, Jamaica, and other developing countries.


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