Discovering and planning for what truly matters to you
Mr. Yuen joined Canada Trust retail banking in 1992 in Brandon, Manitoba and moved into TD Wealth Private Investment Counsel in 1996 in our Kelowna, British Columbia centre. His previous financial positions include Account Manager, Client Service Associate, and Tax Preparer. Michael joined the Calgary, Alberta team in 2002 and has more than 20 years of investment industry experience.
In his role, Michael is responsible for the discretionary investment management and administrative oversight of his high net worth clients. He assesses client investment objectives and guidelines prior to developing detailed Investment Policy Statements that balance risk tolerance with return requirements. Meeting client investment needs and managing relationships are an integral part of his role. He is presently responsible for the design and delivery of distinctive investment management solutions for clients in Calgary and throughout Alberta.
Michael is a graduate of Assiniboine Community College where he was awarded the Lieutenant Governor's Medal, has completed the Canadian Securities Course and a number of other courses through the Canadian Securities Institute. To develop his foundational knowledge he has earned the Canadian Investment Management (CIM), Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) designations. He is a member of the CFA Institute and the Calgary CFA Society. Michael is also involved in regular volunteer work with Junior Achievement.
Through our highly integrated wealth management approach, we work to address your primary focus areas:
What we do
We start by engaging in a balanced discovery conversation. This process harnesses the cutting-edge field of behavioural finance, so that we can better understand your Wealth Personality; what influences your wealth decisions and what matters most to you.
We engage in a unique and collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, we can connect you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.
The TDAM Advantage
Our investment philosophy is rigorous, disciplined and comprehensive, with a balanced approach to wealth preservation and growth. In creating your unique portfolio, we draw from the same high-caliber people and methods used by TD Asset Management with pension funds and foundations to bring a boutique investment offer to our clients. By leveraging this institutional thought leadership, we're able to look beyond traditional asset classes to help manage risk and navigate an ever-changing investment landscape.
The Tong Yuen Group is part of TD Wealth Private Investment Counsel, who represents the products and services of TD Waterhouse Private Investment Counsel Inc., a subsidiary of The Toronto-Dominion Bank.
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