Our Raymond James team provides value-added financial services to a select group of high net worth business owners and professionals. We take a personal approach to assist our clients.
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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 U of S. 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 specializes in assisting business owners and professionals with tax planning, risk management, retirement planning, investment planning, business succession planning and estate planning.
Celeste Yuzdepski has gained more than 13 years of experience as a Financial Advisor and another 6 years of industry experience before becoming a partner at M.Y. Private Wealth. She received her Bachelor of Commerce degree with Honours from the University of Saskatchewan in 2005, and achieved the designations: Certified Financial Planner (CFP) in 2010, Certified Financial Divorce Specialist (CFDS) in 2011, Chartered Investment Manager (CIM) in 2012 and the prestigious Fellow of the Canadian Securities Institute (FCSI) in 2015.
Celeste specializes in helping people transition through a divorce. As one of the few Certified Financial Divorce Specialists in Canada, she is both extremely knowledgeable and experienced with the effects a divorce can have on your financial situation.
Todd Yuzdepski worked as a Financial Advisor for over 13 years in the industry prior to becoming a partner at M.Y. Private Wealth. Todd is a two-time University graduate and has earned the Certified Financial Planner designation (CFP), the Chartered Investment Manager (CIM) designation, as well as the prestigious Fellow of Canadian Securities Institute (FCSI) designation. Todd is a retirement specialist who focuses on building personalized investment plans and creating long term relationships with clients. Whether your goal is to create wealth for retirement or leave a legacy later in life, Todd can utilize a broad range of investment and protection strategies to help you along the way.