With over 20 years of financial services and investment experience, Mike is focused on providing comprehensive wealth management solutions to individuals, families, estates & trusts, and charitable and business organizations. As a Portfolio Manager with TD Wealth Private Investment Counsel, he provides a high level of personalized service for clients.
Mike works with a talented group of specialists and has complete access to their expertise and the resources of our TD Wealth and TD Bank Group teams. His role is to create a fully integrated and comprehensive plan for his clients, by introducing the appropriate TD specialists when required, to apply their specialized knowledge to a particular situation. The areas of specialty can range from investment management, to estate planning, and to credit and insurance needs.
Mike graduated from the Acadia University and is a member of the CFA Institute and Toronto Society of Financial Analysts. He holds the Personal Financial Planner (PFP) designation. Mike is also a Life Insurance Advisor through TD Wealth Insurance Services.
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Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
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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.
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It's never too early nor too late to start thinking about tax efficiency.
To ensure that you're up to date on timely tax-related considerations, I've included an article for your viewing. 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 speak.
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.