Skip to main content

Michael Stone

Investment Advisor

  • CFA®
  • B. Comm (Hons)

Working together to help you achieve what truly matters to you

Who I Am

Born and raised in Sault Ste. Marie, I have worked in the banking industry since 2007. After receiving an Honours Bachelor of Commerce (Finance) from Queen's University, I spent the first eight years of my finance career on Bay Street in Toronto, and other areas of Southern Ontario. During this time I gained invaluable experience leading multi-bank syndicated deal structures ranging from $100 million to over $1 billion. Since moving back to Northern Ontario with my family, I have transitioned my career from a corporate environment to working with high net-worth clients in Sault Ste. Marie and throughout Ontario. I use the expertise I developed from working with CEOs and CFOs of major public and private corporations to bring a higher level of professionalism and business knowledge to service the needs of my clients, who include:

  • High Net-Worth Families;
  • Business Owners;
  • Professionals (Doctors, Dentists, Lawyers, Accountants); and
  • Professional Corporations.

My Investment Philosophy

My primary goal is to protect your hard earned wealth while growing it responsibly. Understanding and mitigating risk is a cornerstone to my client's personal wealth solutions. I want my clients to enjoy their wealth without worry about what is happening in the financial markets. We can accomplish this by creating investment solutions that place an emphasis on protecting client's assets in falling markets while still participating in higher returns when the markets are performing well. As my client you can expect:

  • Ongoing Discovery;
  • Timely Reporting;
  • Comprehensive portfolio reviews tailored to you;
  • A transparent approach to fees; and
  • Advice and solutions supported by a team of TD Specialists. 

What Makes Me Different

Equally important to my investment solutions are the in-depth wealth planning services I provide. The best investments will not serve you well if you don't have the correct plan and strategy in place. I focus on retirement and estate planning strategies at all levels of your wealth timeline to help ensure your hard-earned money can give you the highest probability of allowing you to achieve all of your family's short and long-term goals.


Td Specialists.JPG



The Importance of Retirement Planning

I want all of my clients to live their best life in retirement, which is why I develop a tailored, comprehensive roadmap to help you get there. Making the shift into retirement is a big change that can feel overwhelming. Whether you're just starting your career, preparing to retire, or ready to enjoy your retirement, we're here for you with the solutions you need. Check out some of our Retire Ready resources below or reach out to find out more.


Does your advisor do this.JPG
Retirement Calculator.JPGRetirement Impact.JPG
Power of Staying Invested.jpg



View Our Brochures Online

View our brochures online _ Uncover our approach....JPG

View our brochures online _ Learn more about unique offering....JPG

ADDITIONAL CONTACT

Branch Office: (705) 675-5914
Branch Fax: (705) 675-3938

LANGUAGES

English, French

EDUCATION

Queen's University - Honours Bachelor of Commerce, CFA - Chartered Financial Analyst

COMMUNITY INVOLVEMENT

Rotary Club of Sault Ste. Marie, Walk to Make Cystic Fibrosis History, Sault Ste. Marie Chamber of Commerce

Going beyond the financial picture

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

    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.

    REQUEST AN APPOINTMENT

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

    Market Commentary

    Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

    BoC holds rates steady amid signs global economy stabilizing

    The Bank of Canada held rates steady for now, but opened the door to future rate cuts if the global backdrop worsens, adding further pressure to Canada’s economy. Anthony Okolie talks with James Orlando, Senior Economist, TD Bank Group.

    Tax-Loss Selling

    Chris Gandhu, High Net Worth Planner at TD Wealth, joins Kim Parlee to talk about tax-loss selling.

    TD Economics

    The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

    Monthly Perspectives - The Final Act

    The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

    Six Ways to Manage Stress and Stay Healthy

    Sometimes life throws you for a loop and you have little-to-no control over what happens.

    Monthly Perspectives - The Three Chiefs

    These are interesting times for the global economy and financial markets.

    Do you know someone who would benefit from my services?