Michael Cuff, Investment Advisor, Toronto, ON | TD Wealth

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(416) 308-1828Telephone number
77 Bloor Street West 21st Floor Toronto, ON M5S 1M2Map

As an Investment Advisor at TD Wealth Private Investment Advice, High Net Worth Individuals and Families are my specialty. By focusing on the affluent I am intimately familiar with their unique needs and the most appropriate solutions available. Whether its tax or estate planning, business succession or planning for retirement, TD Wealth Private Investment Advice brings you a network of resources that specializes in solving challenges unique to this class of investor.

Getting to Know You
We start the process by getting to know you better. Discussing your needs, wishes, and plans for both your money and your family.

Information Gathering
Creating a Goal Based plan means more than just learning about your finances. With every decision and recommendation we consider your complete life plan.

Customized Plan
Each portfolio is customized to your specific needs and wishes documented in your Investment Policy Statement (IPS). From building a retirement portfolio to creating a life income plan, your plan is tailored made to you.

Maintenance / Communication Plan
Your IPS outlines the foundation of your portfolio and our communication plan. Your communication plan outlines the frequency of our meetings, if you wish to make changes to your plan or we recommend changes.

Please contact me via phone or email to set up a one-on-one consultation.

ADDITIONAL CONTACT

Toll Free: (888) 576-4447
Fax: (416) 983-3866
Branch Office: (416) 944-8762
Branch Fax: (416) 929-2151

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

Client Service Associate

Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

Investor or Trader? Your Taxes May Differ

Potential Benefits of Consolidating Your Assets

Canadians Investing in U.S. Equities

REQUEST AN APPOINTMENT

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

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