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Reena Phillis

Investment Advisor

  • B.Comm.
  • CFP®
  • PFP®

Working together to help you achieve what truly matters to you

I believe in working with you and your family to Create, Manage and Protect your Wealth.  I have been in the Financial Industry since 1988.  

As your Investment Advisor, I would work with you to create a customized, personalized Financial Plan that would help you achieve your Financial Goals.  I address the full scope of investment, wealth and retirement needs, including wealth protection and insurance solutions, estate planning and charitable giving strategies.  

I obtained a Bachelor of Commerce degree at McMaster University in 1988.  I also hold my CFP, PFP and Level II Insurance license.  

In today’s busy age, it is nice to be able to rely on an Advisor who can help you with all of your Financial needs.  Please call me today to see how I can be of assistance to you and your family.

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

You have questions, I have answers. Let's have a quick chat.

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.

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Two dollars is quite literally pocket change. But if a doctor were to add up all the billings that weren't worth their time or worry, it could represent thousands of dollars in lost revenue. In this special Ask MoneyTalk for health care professionals, Dr. Adam Stewart does the math.

TD Economics

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

Monthly Perspectives - The Final Act

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Six Ways to Manage Stress and Stay Healthy

Sometimes life throws you for a loop and you have little-to-no control over what happens.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from my services?