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
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Seven quarters of growth: What's fueling the rally in preferred shares?
Article
Seven quarters of growth: What's fueling the rally in preferred shares?
Preferred shares have seen seven consecutive quarters of gains, but can that move higher continue? James Hunter, VP, Director and Portfolio Manager with TD Asset Management, gives his view.
The economic impact: What to watch for as Canada, U.S. trade deadline looms
Article
The economic impact: What to watch for as Canada, U.S. trade deadline looms
With Canada facing a looming U.S. deadline, can the economy handle another potential trade shock? Derek Burleton, TD Deputy Chief Economist joins MoneyTalk to discuss.
What you need to know about beneficiary and successor designations for your TFSAs, RRSPs, RRIFs and more.
Article
What you need to know about beneficiary and successor designations for your TFSAs, RRSPs, RRIFs and more.
Mark Carney and his Liberal Party have won a fourth term in Canada’s federal election. The new Carney-led government will take the helm amid ongoing political and economic uncertainty. MoneyTalks’ Kim Parlee speaks with Frank McKenna, Deputy Chair, Wholesale Banking at TD Bank Group and Beata Caranci, Chief Economist with TD, about the election results, relations with the U.S., and the road ahead for Canada’s economy.