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Money Talk
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Michel Leger
Portfolio Manager
- CFA®
- FCSI®
Our discovery and wealth management approach is driven by what matters most to you
1791 Barrington Street 5th Floor Halifax, NS B3J 3K9Map
As your Portfolio Manager with TD Wealth Private Investment Counsel, I am committed to building meaningful relationships with trust and confidence while also providing a high level of personalized service to my clients. I work closely with individuals and families, estates & trusts, corporations and charitable organizations. As my client, you can expect:
· Ongoing discovery
· Timely reporting
· Comprehensive portfolio reviews tailored to you
· A transparent approach to fees
· Advice and solutions supported by a team of TD specialists focused on helping you achieving your goals
Discretionary Asset Management
As the discretionary boutique investment offering at TD Wealth, TD Wealth Private Investment Counsel is a leading professional investment management firm in Canada, managing over $37.4 Billion in assets (as of the end of June 2021). The offering is supported by the same high caliber investment methods and rigor used by TD Asset Management with its institutional clients such as pension funds and foundations. TD Asset Management fosters a strong risk management culture which underpins personal accountability and the integrity of the investment management process, product management and delivery.
A Proprietary Discovery Process
My approach to discovering you is comprehensive. The proprietary discovery process that we use applies principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because your success can’t be understood with just a set of numbers.First, I'll develop a deep understanding of your needs. Then, we take an integrated approach to help meet those needs. My clients can benefit from my experience in anticipating the complex challenges of growing and protecting wealth. My advice includes thoughtful strategies that consider tax implications, family dynamics, and other priorities. When appropriate, I can engage TD specialists who can assist clients with:
Your dedicated relationship manager
As your dedicated relationship manager, I will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself. Through regular contact, I will routinely assess your investment portfolio and goals, ensuring you are introduced to the right TD specialists at the right time. I will be able to provide you access to specialists across TD Wealth Private Wealth Management and TD Bank Group.Wealth Considerations
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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You have questions, I have answers. Let's have a quick chat.
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