Phil specializes in assisting business owners and professionals with tax planning, risk management, retirement planning, investment planning, business succession planning and estate planning. He specializes in individual pension plans (IPP’s), corporate estate bonds, and alternative investments including private real estate, private debt and equity, infrastructure, hedge funds and alternative mutual funds.
Phil Mamchur has more than 23 years experience as a Financial Advisor prior to becoming a partner at M.Y. Private Wealth. He received his Bachelor of Commerce degree with a major in Economics from the University of Saskatchewan. Phil has earned numerous financial industry designations including: Certified Financial Planner (CFP), Chartered Investment Manager (CIM), Certified International Wealth Manager (CIWM), and the prestigious Fellow of the Canadian Securities Institute (FCSI).
Phil has 4 children and 7 grandchildren. When he’s not working at the family business, he spends most of his time with his family as well as volunteering in the community with Rotary as well as his church.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.