Michael Bey, Investment Advisor,Victoria, BC

Phone

Office

Office Location

1070 Douglas Street 5th Floor Victoria, BC V8W 2C4. map

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.

Phone

Fax

(250) 356-4166

Branch Phone

(250) 356-4104

Branch Fax

(250) 356-4166

Certificates

MBA

CIM®

M.Sc.

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

Protecting your assets
Maximizing your charitable giving
Finding tax strategies and solutions
Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect

Your Goals, Our Priorities

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.