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Michelle Milczarski

Portfolio Manager

  • CFA®
  • CFP®
  • CIM

Tailored solutions in tune with your needs and the needs of those you care about

I am a client focused Wealth Professional with over 14 years of experience in the Financial Services industry. I started my career in 2004 helping individuals and families manage their debt and invest for their future. In 2009 I shifted my focus to Wealth Management and joined David Udovic, Vice President and Senior Portfolio Manager with TD Wealth Private Investment Counsel. For the past 9 years, I have been working closely with affluent individuals, families, and business owners to understand their objectives, prioritize their goals, identify their risks, and develop a plan to help them to build and protect their wealth for the future.

I am a strong believer that an effective strategy begins with a plan. I welcome the opportunity to understand your current situation and goals, how you have built your wealth, what you worry about the most, and what you envision for the future. From there, I will work with you to develop a Wealth Plan, leveraging TD specialists to fine tune complex strategies when needed.

As a commitment to my clients, I am continuously looking for ways to stay on top of industry changes and wealth management strategies. In addition to regularly attending external conferences and seminars, I have worked diligently to earn a number of highly respected industry designations. I hold the Chartered Financial Analyst designation awarded by the CFA Institute, the Certified Financial Planner designation awarded by the Financial Planning Standards Council, and the Chartered Investment Manager designation awarded by the Canadian Securities Institute.

If you would like to learn more about the services offered through TD Wealth Private Investment Counsel, and how we may work together, I look forward to hearing from you.

ADDITIONAL CONTACT

Toll Free: (800) 615-2350
Branch Office: (416) 982-4650

LANGUAGES

English

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Meet The Team

We're redefining private wealth management.

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.

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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.

U.S. election and your portfolio: Don’t let your politics foil your investments

Whether your politics are progressive, conservative, or somewhere in between, letting your political views drive your investment decisions could be detrimental to your bottom line. Kim Parlee speaks with Marko Papic, Chief Strategist at Clocktower Group, and author of, "Geopolitical Alpha"

Don’t let those unexpected savings just sit there

Despite major headwinds in the economy, many Canadians have been saving a record amount of money this year. If you have extra cash right now, here are four ways it can help power your goals.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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