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Senior Vice PresidentPortfolio ManagerInvestment Advisor
"Our discovery and wealth management approach is driven by what matters most to you"
135 North Street2nd FloorBridgewater, NSB4V 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. As a member of the TD President’s Club* (honouring the top 25 advisors) since 2015, Michael has been identified as a leader with the firm and has received the prestigious Merit Award** eight times, recognizing his exceptional achievements that enhance our clients’ experiences through Motivation, Excellence, Results, Integrity and Teamwork.
Passionate about providing exceptional service and customized wealth solutions, Michael works closely with clients to create highly-tailored personalized wealth plans to grow and protect their wealth. A consummate planner by nature, he holds a 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.
*President's Club members meet or exceed business financial goals as well as maintain a high level of professional business conduct throughout the year and consistently demonstrate integrity and the highest ethical standards.
**Merit rewards sales employees who meet and exceed the business unit's criteria, consistently deliver legendary experiences and demonstrate the following qualities: motivation, excellence, results, integrity, and teamwork.
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
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
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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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