Michael McAuley
Senior Portfolio Manager
CIM®
CFP®
CFA
Working together to help you achieve what truly matters to you
Phone
Office Location
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.
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.Phone
Fax
(613) 783-4075
Certificates
CIM®
CFP®
CFA
Languages
English
Education
Carleton University
Community Involvement
Actively involved in raising funds for numerous charitable organizations
Achieve what truly matters to you
Our Solutions
Investment Planning
Retirement Planning
Transfer of Wealth
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
The Planning Process
Analyzing your individual financial situation is not a one-time exercise. As you grow and experience life changes, your needs evolve at the same time. That is why your wealth plan needs to grow along with you.
Our unique discovery process uncovers the values behind your personal vision of success.
Understanding & Confirmation
We take the time to listen to your story - making note of what matters most to you.
We summarize our understanding of your financial priorities and needs to make sure you're in agreement.
Determine & Present Solutions
We will guide you through several strategy sessions - each designed to dive into the details of a specific priority.
We rely on the depth of each planning session to help ensure our proposed solutions align what you have with what you want to do.
Implementation & Ongoing Review
We do the heavy lifting - liaising with your other professional advisors to help ensure seamless execution in each area of your financial plan.
We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
What We Do
What to expect when working with us
Stepping into retirement: Preparing for the big transition
The transition from a successful career to this stage in life isn’t always easy.
Planning for every life stage
As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected.
To help with that, I've included an article that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.
Giving back: Ways to make your charitable donations count
Want to dictate the fate of your assets? Read why you shouldn't put off writing a will.
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