Sotos Michailides

Sotos Michailides

Investment Advisor

CFA®

PFP®

B Comm.

Working together to help you achieve what truly matters to you

Phone

Office

(780) 448-8377

Office Location

10088 - 102nd Avenue Suite 2400 Edmonton, AB T5J 2Z1. map

My career in the investment industry began in 1994 and for the last 20+ years, I have been providing investment advice to individual clients and their families. I joined TD Wealth in March of 2009. The holistic approach and attention to personalized client service that TD Wealth Private Investment Advice delivers is very much aligned with my approach to the investment and wealth management process.

I graduated from the Bachelor of Commerce program at the University of Alberta (1990) and completed my Canadian Securities Course and Personal Financial Planner designation from the Canadian Securities Institute. I am a Life Insurance Advisor through TD Wealth Insurance Services and have also obtained my Options license. In September 2000, I was awarded the Chartered Financial Analyst (CFA) designation, which is recognized throughout the world.

I was born and raised in Edmonton and have three lovely children, Athena, Aidan, and Amalia.

Phone

Toll Free

(800) 950-1568

Fax

(780) 448-8694

Branch Phone

(780) 408-6054

Branch Fax

(780) 448-8694

Certificates

CFA®

PFP®

B Comm.

We See The Whole You

Managing your wealth and planning for the future requires a genuine interest in your well-being. Your TD Wealth advisor will determine your Wealth PersonalityTM profile and discover your priorities to develop a plan with a multi-disciplinary approach that can help grow and protect your wealth and transition it to those you care about most

Helping you achieve your vision of success

The goals and dreams you and your family share for your family share for your work and career, well-being, home, lifestyle, and legacy. We focus on wealth accumulation, preservation, and transition. We work with a team of TD specialists who can help with:
  • Investment strategies
  • Banking and credit management
  • Retirement planning
  • Protecting your assets
  • Protecting your income
  • Tax management
  • Passing on your wealth
  • Education funding
  • Business succession planning
  • Planning for major purchases
  • Charitable giving

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

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.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

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.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

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.

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