Skip to main content

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.


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.


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.

MoneyTalk Investing

Cut out the noise.
Hear what matters.
Watch our top story now

MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

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

Monthly Perspectives - Half Full, Half Empty

Managing expectations in a post-stimulus environment

Federal Budget 2019

Putting the Middle Class in Focus

Money Talk Life - Giving it your all and then some

If your work is causing you stress, it may mean more than just burning the candle at both ends. It may affect your health, and the bottom line for your employer. Dr. David Posen, AKA Dr. Calm, talks about the psychology of workplace stress, and what we can do to reign in the pressure.

Do you know someone who would benefit from my services?