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 22 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 6 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.