Senior Portfolio Manager
CFA®
Discovering and planning for what truly matters to you
With more than 20 years of financial services, business and investment experience, I have actively focused on providing discretionary investment management services to high net worth individuals and families, estates & trusts, and charitable and business organizations. I have experience dealing with complex financial, tax and estate planning issues, including business succession planning and leveraged insurance solutions. I joined TD Wealth Private Investment Counsel in 1999 after beginning my career with Canada Trust in 1993 and then continuing with TD Canada Trust after the companies merged. My foundational knowledge was built through previous career positions including Financial Advisor and Client Service Associate.
I graduated from the University of Calgary having earned a Bachelor of Arts degree in Economics and received my Chartered Financial Analyst (CFA) designation. I have completed the following courses through the Canadian Securities Institute. The Investment Funds in Canada (IFC), Personal Financial Planner (PFP) and Canadian Securities Course (CSC®). I am a member of the CFA Institute and the Calgary CFA Society.
A proud wife and mother, I live with my husband, Sunny, and my two active children. Away from the office, you can usually find me at the ski hill in the winter or in the Shuswap in the summer.
Cantonese
English
Calgary CFA Society
B.A Economic at University of Calgary
Senior Portfolio Manager
CFP®
CFA
FCSI®
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.
English
JA Southern Alberta (Junior Achievement)
Assinboine Community College - Business Administration (Lieutenant Governor’s Medal)
CFA Institute
Canadian Securities Institute
Portfolio Manager
Portfolio Manager
Alex joined TD Wealth Private Investment Counsel in 2021. Previously he worked with TD Asset Management since 2016.
Alex graduated with honours from the University of Saskatchewan with a B.Comm in Finance and has received his Chartered Financial Analyst designation.
He is an active member of the CFA Institute, and Calgary CFA Society.
Alex enjoys skiing, biking, and fishing, and is an avid golfer in the summer months
Client Relationship Associate
Client Relationship Associate
Sarah joined TD Wealth Private Investment Counsel in 2018 and has been with TD since 2014. She graduated with honours from the University of Western Ontario in 2014 with a BBA in Accounting.
Sarah is also fluent in Mandarin, Cantonese, and Toisanese.
Sarah enjoys travelling, painting, and photography.
Private Client Service Associate
Private Client Service Associate
Danisa joined TD Canada Trust in 2011 and progressed in multiple roles, becoming a Manager of Customer Experience before joining the TD Wealth Private Investment Counsel team in 2021.
She brings a wealth of knowledge from the personal banking side and takes great pride in her attention to detail and building customer relations.
Danisa is also fluent in tagalog.
She enjoys spending time with family, learning about cultures, languages and customs of other countries, and volunteering around her community.
Private Client Service Associate
Private Client Service Associate
