Skip to main content

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.

Meet The Team

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.

Is your DNA the next big thing in healthcare?

Will genomic medicine drive the next large wave of innovation in health care? Tarik Aeta, Healthcare Analyst, TD Asset Management, shares his take on the genomics revolution.

What should I do if there’s a recession?

I keep hearing experts say we may have a recession. Should I get my money out of the market?

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Six Ways to Manage Stress and Stay Healthy

Sometimes life throws you for a loop and you have little-to-no control over what happens.

Monthly Perspectives - The Three Chiefs

These are interesting times for the global economy and financial markets.

Do you know someone who would benefit from my services?