Meet The Team
Investment Advisor
CFP®
CFA
Mike has been in the advisory business for over a decade, beginning his career at another wealth management firm before joining TD Wealth. He has built a practice focused on long-term wealth planning and takes pride in servicing clients throughout the Lethbridge and surrounding communities.
A graduate of the University of Lethbridge, Mike now serves on its Board of Directors and is proud to have built his education, career, and family life in the community he calls home.
Mike holds the Chartered Financial Analyst (CFA) designation — widely recognized as a global gold standard within the investment industry — as well as the Certified Financial Planner (CFP®) designation. In his spare time, he enjoys dragon boat racing, running, and spending time with his wife, Brenna, their daughter, Sophie, and their dog, Waffles.
Investment Advisor
CFP®
With over 20 years of experience at TD Wealth, Ryan offers deep expertise in financial planning and investment management. Prior to becoming an Investment Advisor, he worked as a Senior Financial Planner, where he built a strong foundation in helping high-net-worth clients — particularly farm and business owners — by designing and implementing customized financial plans. He now draws on this foundation to design tailored investment strategies for his clients.
Ryan holds the Certified Financial Planner (CFP®) designation, an internationally recognized professional credential for financial planning.
Ryan graduated from the University of Lethbridge. Outside of the office, he enjoys golf and skiing. He and his wife Angela have two kids, Avery and Connor, as well as a cat, Zinnie.
Additional TD Specialists
Wealth Planning Specialist
Wealth Planning Specialist
As a Wealth Planning Specialist on the TD Wealth Advisory Services team, I work collaboratively
with TD Advisors to assist clients in developing a Wealth Plan that is tailored to their goals and
reflects their vision for the future. I work with clients to provide comprehensive wealth strategies,
including determining retirement income needs, identifying tax and estate planning
considerations, leveraging personal life insurance strategies, and identifying tax-efficient
charitable giving strategies.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Executive Trust Officer
Executive Trust Officer
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.