Senior Investment Advisor
CIM®
CFP®
PFP®
Larry has been advising affluent families and business owners for more than 25 years. A licensed Investment Advisor, he specializes in portfolio construction, income generation and risk management.
Larry is an Investment Advisor with TD Wealth Private Investment Advice and Life Insurance Advisor with TD Wealth Insurance Services. His main goals are protecting family assets, transitioning assets through estates and minimizing taxes. He earned his Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations in 1997 and stays current with extensive continuing education and training. He is a graduate of the University of Calgary with a Bachelor of Arts in Economics.
Larry uses comprehensive investment planning tools and a broad range of investment strategies. His Open Architecture approach means that he is committed to acting in his client's best interest by recommending only the financial products he feels are suited to their needs. When customizing financial solutions he uses best in class investment managers and strategies.
Larry works successfully with a broad cross section of high net worth families and businesses. He derives great satisfaction from assisting people with some of the most important decisions of their lives.
He feels that he sets himself apart from the industry with accessibility, trust, outstanding service and friendliness. He offers a comprehensive range of Investment Planning, which includes estate strategies and investment advice.
Larry enjoys spending time with his wife Jean and his two grown daughters. You will find his family golfing, cycling and volunteering in and around Calgary.
English
Investment Advisor
M.Sc.
Michael is a Vice President and Investment Advisor with TD Wealth Private Investment Advice and a Life Insurance Advisor with TD Wealth Insurance Services.
With over 19 years of experience working with and advising affluent families and business owners, Michael specializes in portfolio construction, income generation and risk management. His main objectives for his clients are to grow and protect family assets, transition assets to future generations and to use strategies that minimize taxes.
Michael graduated from the University of Idaho with a Masters in Science, and earned his Canadian Securities course in 1997. He also stays current and up to date with extensive continuing education and training.
Through the use of comprehensive investment wealth tools and a broad range of investment strategies, Michael has been successful in helping his clients reach their goals. His Open Architecture approach means that he is committed to acting in his client's best interest by recommending custom financial solutions and using best in class investment managers and strategies.
In his free time, Michael enjoys spending time with his wife Vivianne and their two daughters. You will find the family either hiking, biking or on the tennis courts in and around Calgary.
English
Administrative Associate
Administrative Associate