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Senior Portfolio Manager
Our discovery and wealth management approach is driven by what matters most to you
33 Collier St. 3rd. Floor Barrie, ON L4M 1G4Map
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.
Toll Free: (800) 695-5727
English
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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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