Phil Mikhail, Investment Advisor,Whitby, ON

Phone

Office

Office Location

209 Dundas Street East 5th Floor Whitby, ON L1N 7H8. map

My passion has always been helping people with their financial well-being.
I provide breadth of experience in the industry since 1998 with a focus on fostering strong client relationships and helping affluent and high net worth clients achieve their financial goals with confidence. I will work with you one-on-one to build a holistic customized wealth plan. My focus is on 4 major pillars:

Building your net worth
Tax efficient investing
Protecting what matters
Leaving a legacy

My team and I have access to many TD specialists in the field who will support you in formulating a plan and executing the recommendations.

Specializing in:

Retirement Planning
Investment Management
Estate and legacy Planning
Efficient tax strategies
Education Planning
Insurance Planning
Business Succession Planning

Being part of a very close family, my passion of helping others started at a very early in my life. I hold an Honours Bachelors degree in Business and Economics from Brock University. I hold the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), Financial Management Advisor (FMA), Certified International Wealth Manager (CIWM), and Certified Executor Advisor (CEA) designations offered by the Financial Planning Standards Council, Canadian Securities Institute and Canadian Institute of Certified Executor Advisors.

I served on the TD National Advisory Council. I am a recipient of the Vision in Action Award, the highest honour awarded to TD employees who embody the leadership commitment and personify the best attributes of the TD framework.

At TD Wealth Private Investment Advice, we understand that making decisions that affect your life is a deeply personal experience. We also appreciate the key that growing and preserving your wealth plays in helping you enjoy the life you want to lead.

That's why we take a unique approach to understanding you, your family and your values. Using behavioural finance and our distinct discovery process, we'll help uncover what matters most to you, so we can build a strategy focused on helping you achieve your vision of success.

I live with my wife and 2 daughters. We enjoy travelling and outdoor activities.

Phone

Toll Free

1(877) 535-0553

Branch Phone

(905) 665-8583

Branch Fax

(905) 665-8029

Certificates

CFP®

CIM®

CIWM

Languages

English

Community Involvement

Junior Achievement

Meet the Team

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Our Four Wealth Pillars are the foundation upon which we help clients achieve their vision of success. Our wealth solutions focus on these four key areas to help deliver a well-rounded wealth experience, one that is tailored to our clients.

Build Net Worth: Developing effective strategies and investment solutions that align to our clients' evolving needs.

Protect What Matters: Integrated strategies that prioritize and protect what matters most to our clients, at every life stage.

Implement Tax Efficient Strategies: Structuring accounts to help reduce tax exposure while keeping income available for when our clients need it.

Leave a legacy: Part of building wealth is defining a legacy. This means providing for a client’s top priorities while optimizing the transfer of their wealth.

Retirement Planning

During the discovery process, we will discuss strategies to help you become retirement-ready by discussing questions like:

How much income is needed for the retirement you aspire to?
How can you save enough to fund your retirement?
How can you improve tax efficiency during retirement?
When should you start taking your government benefits?

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Investment Planning

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

We draw on the expertise of a variety of TD investment professionals and risk management specialists who provide our team with economic and market research. This research helps us not only manage your portfolio, but also identify the opportunities that lie in market shifts as they occur.

At TD Wealth, you will have access to diversified and risk-balanced investment choices that aim to take intelligent advantage of market opportunities.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect

Meet the Team

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.