Meet The Team
Portfolio Manager
Senior Investment Advisor
CFA®
Michael has been a proud member of TD Wealth since 1998. He carries the distinguished title of Portfolio Manager, bringing strong analytical skills to the table for our client portfolios and also has completed the rigorous 3 year Chartered Financial Analyst (CFA) program – one of the investment industry's highest standards. Michael graduated with honours from the University of Western Ontario in 2002 with a Bachelor of Administration and Commercial Studies. We believe that clients of Buckrell Clark Wealth Advisors enjoy Mike’s client reviews, top notch research and analysis as well as his creative and savvy investment ideas.
Buckrell Clark Wealth Advisors is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Senior Investment Advisor
CFP®
CDFA
CPCA®
David's experience in the financial services, business management and investment management industry spans over 30 years. Developing and the ongoing management of in depth financial, estate, investment and tax plans for our clients and/or their business ventures is his priority.* Passionate about providing clients with a customized solution for their individual needs, he holds the designations of Certified Financial Planner (CFP), and Certified Divorce Financial Analyst (CDFA).
Buckrell Clark Wealth Advisors is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
*Some services are provided in collaboration with TD specialists.
Investment Advisor
CFA®
MBA
As an Investment Advisor, my mandate is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals.
Associate Investment Advisor
Associate Investment Advisor
With over 13 years of experience with TD Bank Group, Garth has worked in a number of different areas, including TD Commercial Banking and TD Wealth Private Investment Counsel. He has been a member of Buckrell Clark Wealth Advisors since 2011. His responsibilities include portfolio strategy, investment research and marketing. He is also happy to assist with any equity, mutual fund or fixed income trades or inquiries. Garth is knowledgeable and dedicated to providing legendary client service. Garth has passed level one of the CFA designation and holds the Chartered Investment Manager (CIM®) designation, as well as an honours graduate of Wilfrid Laurier University’s’ Bachelors of Business Administration program.
Client Relationship Associate
Client Relationship Associate
Kathy brings over 20 years' experience within the financial service industry and joined our team in 2016. She has extensive knowledge and coupled with her professionalism and attention to detail, this allows her to manage the team's administration and communication to help ensure a great client experience. Kathy holds an Honours Bachelor of Business Administration from Brock University and has completed the CSC, CPH, PFP and WME courses with Canadian Securities Institute.
Client Service Associate
Client Service Associate
Victoria joined TD in 2021 at a retail branch in Guelph, where she discovered her passion for the financial service industry and developed skills to consistently deliver exceptional customer service. She is now employing her skills to service the clients of the Buckrell Clark Wealth team. Victoria holds an Honours Bachelor of Science in Mathematical Science from the University of Guelph.
