Based in Mississauga, Michael has been providing comprehensive wealth management advice and solutions to affluent families and business alike for over 10 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, the highest current designation by the Canadian Securities Institute. Outside of the office Michael is an avid supporter of several charitable organizations in the community and sits on the Board of Directors for Community Foundation of Mississauga.