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.
Let's talk money: A practical guide for families
Article
Let's talk money: A practical guide for families
From timing and tone to setting the stage — here's how to make money conversations a little less awkward.
3 factors to consider when renewing your mortgage
Article
3 factors to consider when renewing your mortgage
For high-net-worth borrowers, mortgage renewal may be less about affordability and more about strategy.
The giving shift: Canadian women leading a new philanthropic era
Article
The giving shift: Canadian women leading a new philanthropic era
The giving power of women is growing by leaps and bounds — Canadian women are giving nearly 3x more than they were a generation ago.