Skip to main content

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

uncover our approachv2.PNG

Unique Offeringv2.PNG

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

Higher profits from most S&P500 companies do little to steady markets

With over three quarters of S&P 500 companies having reported, Q1 profits were on pace to grow by more than 10%. But markets have been less than impressed. Kim Parlee speaks with Damian Fernandes, Portfolio Manager, TD Asset Management, about equities that may weather the macro headwinds.

Greying acres: A modern guide to farm succession

Passing down the family farm is not the same as passing on other family businesses: The labour and sweat of generations may turn a financial decision into an emotional one. Here are some ways to ensure your farm succession plans are planted and ready when you need them.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

Do you know someone who would benefit from my services?