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Portfolio Manager
Portfolio Manager
Since 1994 Mike has provided clients with specialized advice in the areas of securities selection, retirement and estate planning. His understanding of client objectives, whether they are high net worth individuals, foundations or trusts, has earned Mike an exemplary reputation as a financial services strategist. Mike has gained a level of trust with clients and colleagues in various accounting and law firms through his informed and consultative approach.
Mike was raised in the Fraser Valley, where he attended high school at the Mennonite Educational Institute (MEI). In addition to his Bachelor of Arts degree in Political Science from Simon Fraser University, Mike’s integrity and professional acumen are recognized by his achievement of the securities industry’s professional designations of Canadian Investment Manager and Portfolio Manager. Mike is also recognized as a Fellow of the Canadian Securities Institute. These exclusive designations are awarded by the Canadian Securities Institute and recognized by the Investment Industry Regulatory Organization of Canada (IIROC). Mike is licensed to offer Life, Accident and Disability Insurance.
Mike is actively involved in the Langley Rotary Club and the Chamber of Commerce. He is a member of the Surrey Board of Trade, Fraser Valley Estate Planning Council and participates in fundraising for the Red Cross, MEI and local MLA's.
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Associate Investment Advisor
Associate Investment Advisor
Laura entered the investment industry in 1997 and joined Mike Elliott in 2006 as an associate advisor and financial planner. She works closely with Mike and Mark guiding clients through the wealth management process.
Laura focuses on identifying clients’ wealth management needs including retirement planning, estate planning and tax strategies. She creates personalized financial plans and when appropriate will work with other wealth specialists within the TD group in order to present a custom tailored wealth plan.
Laura has achieved the securities industry's professional designations of Certified Financial Planner and Financial Management Advisor. These exclusive designations are awarded by the Financial Planning Standards Council and the Canadian Securities Institute and are recognized by the Investment Industry Regulatory Organization of Canada (IIROC).
Laura is a member of the Fraser Valley Estate Planning Council and the Fraser Valley Professional Woman's Association. Laura is actively involved in her community and participates in fundraising for the Red Cross, World Vision and the SPCA
