Mike Oravsky

Your Goals, Our Priorities
Profile Image
Mike Oravsky

Senior Portfolio Manager

CFA®

PFP®

Working together to help you achieve what truly matters to you

Phone

Office

(705) 727-0308

Mobile

(705) 716-0097

Office Location

33 Collier St. 3rd. Floor Barrie, ON L4M 1G4. map

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. 

Phone

Toll Free

(800) 695-5727

Certificates

CFA®

PFP®

Languages

English

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

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.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

Our Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

What We Do

What to expect when working with us

Personalized Strategies

Get holistic wealth management strategies tailored to your goals with exceptional investment management expertise.

Investment Management

Diversify your investments and grow your net worth to help optimize cash flow, maximize returns, and invest tax-efficiently.

Protecting what matters

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 a few articles below 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.

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.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Passing on your wealth

Review 9 practical steps to start making your estate plan.

Executing tax-efficient plans

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.

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.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Article

Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

Article

Gearing up for 2024: Tax and rule changes coming in the new year

As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
Print Transcript

PDF

Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office