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Senior Investment Advisor
Working together to help you achieve what truly matters to you
1350 René-Lévesque Ouest 9ième étage Montréal, QC H3G 1T4Map
Michael has been working in the investment industry for close to 35 years and has been an Investment Advisor with TD Wealth Private Investment Advice since 2011. Early in his career, Michael worked in Toronto, New York and London, including three years in institutional sales trading, with primary focus on Germany and Switzerland. In his current position, he prides himself on providing a vital link between his clients and the world of investment and insurance strategies , professional money management and investment planning.
Michael was educated at McGill University where he was a two sport athlete (Hockey and Football). He strongly believes that his athletic achievements helped him develop the discipline, focus and work ethic that have been instrumental to his success in the investment industry. Michael has been a member of the TD Executive Club* since 2011.
In his time away from the office, Michael enjoys broadening his horizons by travelling with his 2 children. He is a competitive Tennis Player, Motorcyclist and Mountain Climber, and has summited 3 of the top 7 summits of the world. Michael is a member of the Mount Royal Tennis Club and the Montreal Amateur Athletic Association.
*The TD Executive Club recognizes advisors who meet or exceed a specific a specific financial milestone.
Fax: (514) 289-0032
Branch Office: (514) 289-8400
Branch Fax: (514) 289-0032
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.
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, I have answers. Let's have a quick chat.
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