Based in Oakville, Michael has been providing comprehensive wealth management advice and solutions to affluent families and business alike for over 17 years.
The foundation of his practice is based on a personalized approach built on trust, communication and a detailed understanding of each clients needs.
Michael’s investment process includes:
1) A completed discovery and financial analysis.
2) Formalize Investment and Wealth Planning Strategies and Investment Policy Statement.
3) Implementation of the IPS and Wealth Plan with the proper Asset Allocation that suits your risk tolerance, using a disciplined approach.
4) Constant monitoring and review, while addressing needs and objectives as they change through different life stages.
By working in collaboration with a team of specialists within TD Bank Group, we address the comprehensive scope of investment, wealth and retirement needs, including portfolio management, wealth protection, insurance solutions, estate planning and trust services and charitable giving strategies.
Michael obtained a Bachelor of Commerce Degree from Ryerson University where he specialized in Information Technology and Finance. He later went on to complete the Professional Financial Planning Course and is a Life Insurance Advisor with TD Wealth Insurance Services. Michael has completed the Certificate in Retirement Strategy and the Chartered Strategic Wealth Professional designation. Outside of the office Michael is an avid supporter of several charitable organizations in the community and sits as a volunteer for Community Foundation of Oakville
Your Goals, Our Priorities
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
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
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
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.
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.