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Reena Phillis

Investment Advisor

  • B.Comm.
  • PFP®
  • CFP®

Working together to help you achieve what truly matters to you

I believe in creating a highly personalized approach for you and your family. As a trusted advisor since 1997, many families rely on me for valuable and proactive guidance.  I am a steward of the wealth entrusted to me by the multi-generational families that my team and I serve.

As your Investment Advisor, I believe it is essential to align wealth strategies with your goals and values.  In collaboration with TD specialists, I can address the full scope of investment, wealth and retirement needs, including wealth protection and insurance solutions, estate planning and charitable giving strategies.  Together, we help you ensure that your money works for your family, and the generations to come.

I obtained a Bachelor of Commerce degree at McMaster University in 1988.  I hold CFP and PFP designations and am also a Life Insured Advisor through TD Wealth Insurance Services.   Coupled with the experience of being an Investment Advisor since 1997, and my retail experience in the bank for the nine years prior to 1997, you can be assured of working with a veteran that has has helped generations of families align their family goals and values. I help families make rational, educated decisions to achieve all their financial goals.

ADDITIONAL CONTACT

Branch Office: (905) 528-4220
Branch Fax: (905) 528-6897

We're redefining private wealth management.

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.

REQUEST AN APPOINTMENT

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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