Money Talk Life - Snowbird Migration
If you’re a snowbird, planning for a medical emergency should be up there with packing.
Philip is a graduate of McMaster University and has achieved his Canadian Investment Manager designation. He is also recognized as a Fellow of the Canadian Securities Institute, one of the highest designations awarded in his profession, and is a Vice President of TD Wealth PIA.
Philip joined TD Securities as a Registered Representative in 1993 and has been assisting clients to achieve their financial and lifestyle goals since then.
Philip is a Vice President and Investment Advisor for TD Wealth Private Investment Advice. He is a founding member of the Premier Advisory Group (Est. 1996). Based in locations across Western Canada, our Investment Advisor colleagues come together regularly to strengthen our business practices, our vision and our philosophies.
"We strive to deliver the highest quality of service to our clients by utilizing the experience and collective skills of our group. We share time-tested business beliefs and a disciplined strategic process that provides clarity, effectiveness and confidence. Our entrepreneurial spirit and dedication to continuous education allows us to provide our clients with the most comprehensive solutions toward achieving a worry-free financial future."
Toll Free: (877) 536-5444
Branch Office: (780) 448-8280
Branch Fax: (780) 448-8962
The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.
Armed with a deep understanding of your priorities and values, we'll work with a core team of specialists to help you achieve your goals. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
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