Philip McAvoy

Philip McAvoy

Senior Investment Advisor

Portfolio Manager

CIM®

FCSI®

Working together to help you achieve what truly matters to you

Phone

Office

(780) 448-8672

Office Location

10088 - 102nd Avenue Suite 2400 Edmonton, AB T5J 2Z1. map

Philip is a graduate of McMaster University and has achieved the Chartered Investment Manager (CIM®) designation. He also holds the Fellow of the Canadian Securities Institute (FCSI®) designation, one of the highest designations awarded in his profession. He initially joined TD Securities in 1993 and has been assisting clients to achieve their financial and lifestyle goals since then.

Philip is a Portfolio Manager and Senior Investment Advisor for TD Wealth Private Investment Advice. Based in locations across Western Canada, Philip meets with a group of advisors regularly to strengthen his business practices, vision and philosophies. They discuss current events, share knowledge with each other and the group shares the following belief:

"We strive to deliver the highest quality of service to our clients by utilizing the experience and collective skills of our group. We share time-tested business beliefs and a disciplined strategic process that provides clarity, effectiveness and confidence. I believe my team's entrepreneurial spirit and dedication to continuous education allows us to provide our clients comprehensive solutions which can help toward achieving their financial goals."

Phone

Toll Free

(877) 536-5444

Branch Phone

(780) 448-8280

Branch Fax

(780) 448-8962

Certificates

CIM®

FCSI®

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

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.

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.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

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

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.

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