Money Talk Life - Snowbird Migration
If you’re a snowbird, planning for a medical emergency should be up there with packing.
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.
Toll Free: (877) 501-8200
Fax: (905) 501-8231
Branch Office: (905) 501-8200
Branch Fax: (905) 501-8231
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.
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