Phil Mikhail
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Office Location
My passion has always been helping people with their financial well-being.
I provide breadth of experience in the industry since 1998 with a focus on fostering strong client relationships and helping affluent and high net worth clients achieve their financial goals with confidence. I will work with you one-on-one to build a holistic customized wealth plan. My focus is on 4 major pillars:
- Building your net worth
- Tax efficient investing
- Protecting what matters
- Leaving a legacy
My team and I have access to many TD specialists in the field who will support you in formulating a plan and executing the recommendations.
Specializing in:
- Retirement Planning
- Investment Management
- Estate and legacy Planning
- Efficient tax strategies
- Education Planning
- Insurance Planning
- Business Succession Planning
I served on the TD National Advisory Council. I am a recipient of the Vision in Action Award, the highest honour awarded to TD employees who embody the leadership commitment and personify the best attributes of the TD framework.
At TD Wealth Private Investment Advice, we understand that making decisions that affect your life is a deeply personal experience. We also appreciate the key that growing and preserving your wealth plays in helping you enjoy the life you want to lead.
That's why we take a unique approach to understanding you, your family and your values. Using behavioural finance and our distinct discovery process, we'll help uncover what matters most to you, so we can build a strategy focused on helping you achieve your vision of success.
I live with my wife and 2 daughters. We enjoy travelling and outdoor activities.
Phone
Certificates
CIM®
CFP®
CIWM
Languages
English
Arabic
Community Involvement
Junior Achievement
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Retirement Planning
- How much income is needed for the retirement you aspire to?
- How can you save enough to fund your retirement?
- How can you improve tax efficiency during retirement?
- When should you start taking your government benefits?
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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Money Talk
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