Phil Mikhail

Phil Mikhail, CFP®, CIM®, FMA, CIWM, CEA

Portfolio Manager & Senior Investment Advisor at TD Wealth Private Investment Advice. 

My team and I focus on providing investment advice to individuals and their families, helping them develop and execute a customized financial plan tailored to their personal and financial situation.

We are committed to ensuring the financial planning and wealth management process is comfortable for our clients and communication is consistent and clear as we work together to maneuver through the financial stages in your life.

Whether it be children's education, business investment, retirement, estate, or tax planning strategies, we will work with families to help them achieve their financial goals through our unique discovery process.

We look forward to working with you.

Office Address: 209 Dundas Street East 5th Floor, Whitby, ON L1N 7H8
Phone number: (905) 420-8201

Trending Articles

Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.

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A tale of two commodities: Why gold could rally while oil’s outlook remains weak

Year to date, the prices of gold and oil have been moving in very different directions. As the precious metal hits new highs, crude has been languishing as it faces concerns about oversupply and soft demand. Andriy Yastreb, Vice President, Director and Portfolio Manager with TD Asset Management, gives his outlook for commodity-related equities as these trends play out.

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How a family trust can benefit a family business

Passing the family business to the next generation comes with unique challenges. A family trust could help you manage the tax process as well as allow owners to maintain some control.

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Dollar based investing: The power of partial shares

Partial shares let you invest with any amount — which can make it easier to build a diversified portfolio, whether you have a little to invest or a lot.