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Senior Investment AdvisorSenior Portfolio Manager
Our discovery and wealth management approach is driven by what matters most to you
135 North Street 2nd Floor Bridgewater, NS B4V 2V7Map
Michael has been providing comprehensive wealth advice and solutions to individuals, families and small business owners since 1996. He began his career after graduating with a Bachelor of Commerce from Saint Mary’s University.
Passionate about providing exceptional service and customized wealth solutions, Michael works closely with clients to create highly-tailored personalized wealth plans to help grow and protect their wealth. A consummate planner by nature, he holds the Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®) and Financial Management Advisor (FMA) designations. As a Portfolio Manager, Michael is qualified to offer discretionary portfolio management, which frees his clients from the pressures of making investment decisions, delivers added oversight and offers several other benefits.
Outside the office, Michael enjoys most social and athletic activities and supports several charitable organizations, usually chosen to honour his clients’ passions, life events or charitable involvements – notably the Rotary Club, SHAID Animal Shelter and local health services.
Toll Free: 1(866) 412-4376
Fax: (902) 541-3105
Branch Office: (902) 420-3211
Branch Fax: (902) 420-8141
English
Bachelor of Commerce from Saint Mary's University
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.
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