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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Record-breaking IPO makes its market debut: Now what?
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Record-breaking IPO makes its market debut: Now what?
The first of a series of expected mega-IPOs has made its debut. Beyond the hype investors should be focusing on the fundamentals, according to Vitali Mossounov, Head of Public Equities with TD Asset Management.
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After you sell your business: A practical guide on what to do next
Don’t let cash sit idle for weeks and months. If you’re expecting a big payout from selling your business, here are key tax and planning questions you should raise with your advisors.
Can Sumaya help her granddaughter buy a first home one day?
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Can Sumaya help her granddaughter buy a first home one day?
Sumaya is planning ahead for her granddaughter’s future. A First Home Savings Account (FHSA) may offer tax benefits, flexibility and growth potential.