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
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Bare trusts: What the 2026 reporting rules could mean for you
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Bare trusts: What the 2026 reporting rules could mean for you
Share a bank account with an aging parent? Helping a child qualify for a mortgage by being on title? Situations like these could be considered bare trusts and may require a tax return to be filed, even when no tax is owed. Nicole Ewing, Principal, Wealth Planning Office, TD Wealth, explains what you need to know and what exceptions could apply.
Location, leverage, lifestyle: Is an income property right for you?
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Location, leverage, lifestyle: Is an income property right for you?
Rental real estate can play a strategic role in building and preserving wealth. Here’s how discerning investors can evaluate its place in
their portfolio.
What would it take for Oscar and Lakshmi to retire five years early?
Article
What would it take for Oscar and Lakshmi to retire five years early?
They have savings, a pension, and valuable real estate. But leaving work at 60 means deciding which matters most: retiring early, spending comfortably, or keeping two properties.