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 22 years of experience with TD Bank Group, Garth has worked in a variety of roles, including positions within TD Commercial Banking and TD Wealth Private Investment Counsel. He joined Buckrell Clark Wealth Advisors in 2011 and has since become an integral part of the team, helping clients navigate investment and wealth management decisions. His responsibilities include portfolio management, investment research, and developing wealth plans and investment solutions tailored to clients' needs.
Garth has passed Level I of the Chartered Financial Analyst (CFA®) Program and holds the Chartered Investment Manager (CIM®) designation. He is also an honours graduate of Wilfrid Laurier University's Bachelor of Business Administration program. Outside of work, Garth enjoys spending time with his partner, Vivian, and their two dogs in Oakville.
Client Relationship Associate
Client Relationship Associate
Kathy brings over 25 years of experience in the financial services industry and joined our team in 2016. Her extensive knowledge, professionalism, and attention to detail enable her to provide proactive support and a seamless client experience. Highly resourceful, Kathy plays a crucial role in managing the day-to-day operations that keep the practice running smoothly. She assists clients with all aspects of account administration, including client inquiries, onboarding and account opening, trading, tax document requests, and other specialized support.
Kathy holds an Honours Bachelor of Business Administration from Brock University and has completed the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), Professional Financial Planner (PFP), and Wealth Management Essentials (WME) through the Canadian Securities Institute. Outside of work, Kathy stays busy supporting her three children in their many pursuits, including sports, music, and travel.
Client Service Associate
Client Service Associate
Victoria started with TD in 2021 at a retail branch in Guelph, where she discovered her passion for the financial services industry and providing exceptional client service. Since joining the Buckrell Clark Wealth Advisors team in 2023, she has played a key role in helping ensure clients receive the highest level of service and support. She assists with all aspects of day-to-day account administration, including client inquiries, onboarding and account opening, trading, tax document requests, digital support, and other specialized client needs. Victoria's analytical background, combined with her cheerful attitude, makes her an invaluable resource for both clients and the team.
Victoria holds an Honours Bachelor of Science in Mathematical Science from the University of Guelph and has completed the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), and Wealth Management Essentials (WME) through the Canadian Securities Institute. Outside of work, Victoria is a devoted Blue Jays fan and enjoys attending as many games as possible.
