Michael Yuen
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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.
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Certificates
CFP®
CFA
FCSI®
Languages
English
Education
Assinboine Community College - Business Administration (Lieutenant Governor’s Medal)
Community Involvement
JA Southern Alberta (Junior Achievement)
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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.
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