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Michael Bey

Portfolio ManagerInvestment Advisor

  • MBA
  • CIM®
  • M.Sc.

Committed to understanding your needs and helping you achieve your vision of success

At TD Wealth Private Investment Advice our goal is to help families, retirees, individuals and organizations build and maintain financial wealth by providing clarity, guidance and professional accountability for their distinct wealth management needs.

Trusted

Finding a trusted adviser who can help achieve your investment goals while safeguarding your assets has never been more important. At TD we are focused on providing ongoing advice and innovative solutions, with personalized attention and regular communication.

Client Focused

The cornerstone of my approach is building a one-on-one relationship with each client built on trust, communication and a detailed understanding of their needs and goals. By working in collaboration with a team of professionals within TD Bank Group, I can address the comprehensive scope of investment management, wealth planning and retirement needs, including income planning, wealth protection, estate planning, trust services and charitable giving strategies.

Experienced

I earned an MBA from Simon Fraser University with a specialization in asset and wealth management. I have also earned the Chartered Investment Manager designation, and the Certificate in Retirement Strategy, both granted by the Canadian Securities Institute. I consistently devote time to ongoing studies and place a high priority on continuing education as a strategic advantage. A comprehensive understanding of the current investment environment is an imperative in today’s constantly evolving financial markets.

Transparent

Investors should always understand the rationale behind their investments, as well as the risks, opportunities and trade-offs present in the market. In addition, as investors accumulate larger portfolios, they should benefit from a greater choice of investment options and more cost-effective portfolio structures.

I would be pleased to learn about your unique situation and explore how our broad suite of wealth management capabilities can benefit you and your family.

ADDITIONAL CONTACT

Fax: (250) 356-4166
Branch Office: (250) 356-4104
Branch Fax: (250) 356-4166

We're redefining private wealth management.

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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Ottawa unveils massive stimulus plans as economic recovery loses momentum

Ottawa released an update on the health of the country’s finances, revising up its projected deficit this year to $382 billion.  Anthony Okolie speaks with Derek Burleton, Deputy Chief Economist, TD Bank, about the magnitude of the deficit and the outlook for economic recovery. 

Tax-Loss Selling

Chris Gandhu, High Net Worth Planner at TD Wealth, joins Kim Parlee to talk about tax-loss selling.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

Do you know someone who would benefit from my services?