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Michael McAuley

Portfolio Manager

  • CFA®
  • CFP®
  • CIM
  • FCSI®

"Working together to help you achieve what truly matters to you"

My Commitment to You

With 30 years of financial services and investment experience, I am actively focused on providing comprehensive wealth management solutions to individuals and families, estates & trusts, and charitable and business organizations. As a Portfolio Manager with TD Wealth Private Investment Counsel, I provide a high level of personalized service for my clients. I work with a talented group of TD Specialists and have complete access to their expertise and the resources of TD Wealth and TD Bank Group teams.

My role is to create an integrated and comprehensive plan for my clients, by ensuring that the appropriate professionals are brought in when required, to apply their specialized knowledge to a particular situation. This can range from investment management, estate planning strategies, credit and insurance needs. I believe that this relationship is crucial to my client's evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through various stages of their life.

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Education and Designations

I have earned the professional designations of Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), and Canadian Investment Manager (CIM). In addition, I have been awarded the designation of Fellow of the Canadian Securities Institute (FCSI®). I am committed to keeping up with the changing investment and economic environment and increasing my knowledge through continuing education. I have completed other industry courses and hold a Bachelor's of Economics degree from Carleton University.

About Me

Outside work, I am involved in charitable causes within the community. As an avid runner and cyclist, I have raised funds for Cancer Research, Juvenile Diabetes, and various other causes. In my spare time, you will often find me running, cycling, cross-country skiing, or snowshoeing. In the summer, I try to take advantage of the beauty of the outdoors at the cottage.


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ADDITIONAL CONTACT

Toll Free: (800) 571-4456
Fax: (613) 782-1261
Branch Office: (613) 782-1270

LANGUAGES

English

EDUCATION

Carleton University, Bachelor of Economics

COMMUNITY INVOLVEMENT

Actively involved in raising funds for numerous charitable organizations

Additional Information

The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.

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Armed with a deep understanding of your priorities and values, we'll work with a core team of specialists to help you achieve your goals. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.

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Meet The Team

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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