Meet The Team
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
Client Relationship Associate
CIM®
Mihye serves as a Client Relationship Associate at TD Wealth Private Investment Advice, striving to deliver exceptional service and customized solutions to each client. She is guided by the core values of trust and transparent communication, recognizing that strong client-advisor relationships are founded on genuine connection and understanding. Her expertise is shaped by a global perspective—born in South Korea and having spent 18 years in South America, Mihye brings cultural insight and adaptability to her role.
Mihye holds a degree in Business Administration from Sungkyungkwan University. In addition to her undergraduate studies, she completed a Financial Services diploma at SAIT, further strengthening her expertise in the field. Mihye began her professional journey in retail banking at TD Canada Trust, where she gained essential client service skills. In 2020, she advanced to TD Wealth Private Investment Advice, where her dedication and client-focused approach have distinguished her as a valuable member of the team.
Her commitment to ongoing professional development is reflected in her pursuit of industry certifications and her active participation in financial services workshops. Mihye has also earned her Chartered Investment Manager (CIM®) designation.
Mihye’s multicultural upbringing has instilled in her a unique ability to connect with clients from diverse backgrounds, fostering meaningful relationships built on respect and understanding. Fluent in Korean, Spanish, and English, she brings a global perspective and exceptional communication skills to her role. Mihye brings meticulous attention to detail and a proactive approach to problem-solving, helping ensure that each client receives solutions customized to their individual goals.
Outside of work, Mihye finds joy in the company of her family. She is passionate about cooking and hiking, embracing the pleasures of both culinary creativity and exploring the outdoors.