Discovering and planning for what truly matters to you
We offer wealth and investment management solutions to a select group of personal and institutional clients.
Our team has extensive experience working with high-net-worth and ultra-high-net-worth Canadian families and understand their distinct needs – but one size doesn’t fit all. We specialize in working with clients who understand the value of tailored service and advice.
Your primary focus:
What we do
We start by engaging in a balanced discovery conversation. This process harnesses the cutting-edge field of behavioural finance, so that we can better understand your Wealth Personality; what influences your wealth decisions and what matters most to you.
We engage in a unique and collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, we connect you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.
Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.
A wealth strategy that changes as you do
As your needs evolve, so will the services and solutions we can provide. We'll be in touch with you on an ongoing basis to provide you with advice and information relevant to your unique financial journey. And when you need advice, we'll be there with breadth of our expertise and the personalized attention you deserve.
Phil brings breadth of experience industry since 1998 with a focus on fostering strong client relationships and helping affluent clients achieve their financial goals with confidence. He will work with you one-on-one to build a holistic customized wealth plan. He focuses on 4 major pillars:
Building your net worth
Tax efficient investing
Protecting what matters
Leaving a legacy
Phil has access to many TD Specialists in the field who can support you in formulating a plan and executing the recommendations.
Estate and legacy Planning
Efficient tax strategies
Fee-Based and Transactional Accounts
Business Succession Planning
Phil holds an Honours Bachelors degree in Business and Economics from Brock University. He also holds the Certified Financial Planner (CFP), Financial Management Advisor (FMA), Certified International Wealth Manager (CIWM), Certified Executor Advisor (CEA) designations offered by the Financial Planning Standards Council, Canadian Securities Institute and Canadian Institute of Certified Executor Advisors.
Phil served on the TD National Advisory Council. He is a multiple MERIT recipient and a Vision in Action, the highest honour awarded to TD employees who embody the leadership commitment and personify the best attributes of the TD framework. Merit rewards sales employees who meet or exceed the business unit's criteria, consistently deliver legendary experiences and demonstrate the following qualities: motivation,excellence, results, integrity, team work.
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.