 |
| |||||||||||||
|
| |||||||||||||
As Vice President and Portfolio Manager, Michael specializes in the “day-to-day” management of investment portfolios, retirement plans, corporation accounts and Trusts.
Michael was born and raised in Ottawa where he began his career within the financial services sector in 1991 holding management positions with a major Canadian bank. In 1995, Michael advanced his career and moved to Midland following his passion for Investment management. Michael and his team have joined TD Waterhouse Private Investment Advice, one of Canada's leading full-service brokerage firms, to provide his clients an unparalleled level of advice in wealth management solutions.
Michael is consistently recognized for many levels of success within the industry for his strong business ethics and commitment to his clients. He is recognized and awarded into TD Waterhouse Executive Council which recognizes elite advisors nationally. He and his team currently manage in excess of $135 million in client assets under his care. His three underlying principles are; responsibility, integrity and service.
Michael's approach to managing portfolios is based on each client’s risk tolerance. His easy to understand methodology and conservative nature has earned him the trust of many of the area's most successful individuals.
Michael firmly believes in continuing education and has achieved his Professional Financial Planner (PFP), Level I and II Insurance and his Financial Management Advisor (FMA) designations. Michael holds the Fellow of the Canadian Securities Institute (FCSI), the highest honor in the financial services industry, given to industry professionals whose superior training and experience exemplify excellence. Michael has completed his Canadian Investment Management (CIM) allowing him to become a Portfolio Manager. The Portfolio Manager designation is awarded to individuals who exemplify the firm's highest standards to portfolio management allowing him to provide his clients the freedom from making day-to-day decisions for their investment portfolio.
Michael moved to the Midland-Georgian Bay region to enjoy the lifestyle advantages this great area has to offer. In his personal time, Michael enjoys “family time” with partner Sarah and three children.
At TD Waterhouse Private Investment Advice, we offer you a complete range of investment and wealth management services. We recognize that financial needs vary throughout your life and that your personal goals evolve over time. We’re here to help you take care of all your wealth considerations so that you and your family can enjoy peace of mind during any of life’s transitions.
To learn more about investment and wealth management strategies, click on any of the wealth considerations below or contact us for more details.
The TD Bank Group is not responsible in any manner for direct, indirect, special or consequential damages, however caused, arising out of your use of this website and/or any web browsers, including any damages you may suffer if you transmit confidential or sensitive information to us or if we communicate such information to you over the Internet. Links to other websites from this website are for convenience only. No endorsement of any third party products, services or information is expressed or implied by any information, material or content referred to or included on, or linked from or to this website.
