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Michael Leach

Portfolio ManagerSenior Investment Advisor

  • B Comm.
  • CPA, CMA
  • CIM®

Working together to help you achieve what truly matters to you

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Addressing diverse needs with distinction

Our team works with high net worth families and businesses in Ontario, taking the time to get to know them and their needs and striving to earn their trust through sound wealth planning strategies. We understand business owners' unique circumstances, including the complex tax rules that affect them, and can assist them with succession planning to help facilitate the tax-efficient transfer of a farm, business or practice to the next generation, engaging TD Specialists when needed.

We can help you navigate complex financial requirements by providing:

Diversification. We build a customized, diversified investment portfolio designed to complement your business assets to help reduce risk and provide diversity to your wealth.

Investing acumen. Our years of experience in investment advice, along with broader experience and training in credit management and accounting are used to provide investment advice designed to help our clients throughout market cycles.

Risk management. We believe this is an essential component in portfolio construction design in such a challenging and unpredictable world.

Conservative value investing. We aim to invest in proven, well-capitalized, dividend-paying businesses at good prices that fit into our tailored, disciplined, long-term strategies.

A personalized Wealth Plan. This complete and customized wealth roadmap is uniquely designed for your life and business and includes retirement and estate planning, tax minimization strategies, and tools to help you address major life events or upcoming purchases.

Consultation with other TD Specialists. As needed, High Net Worth Planners, Tax and Estate Planners, Business Succession Advisors and other TD specialists who can provide credit and trust services, are available to assist you with sophisticated advice.

Easy, enjoyable wealth management. With an approachable working style, our team will confirm your understanding and comfort with the Wealth Plan we propose. As we implement your plan, we’ll review your progress towards your goals and stay connected through regular communication, so we remain on track as your life and the markets evolve. We will come to your premises for meetings and regularly host seminars on succession planning, taxation changes that may affect you, and other wealth management topics that may be of interest and engage TD specialists when needed.

About Michael

Michael has more than 25 years of financial services experience with TD in Commercial lending, Risk management, Wealth Planning, Investment Advice, and Portfolio Management. Michael earned a Bachelor of Commerce in Agriculture Business at the University of Guelph and then spent a decade in commercial and agricultural lending at TD as Regional Manager for Agriculture and Credit Services and as a Commercial Account Manager. With the Chartered Professional Accountant (CPA, CMA) designation, Michael can provide an added depth of insight. Michael has also earned the Chartered Investment Manager designation. As a Portfolio Manager and Senior Investment Advisor, Michael works with high net worth families and businesses to provide customized and holistic solutions to help clients reach their wealth goals.

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ADDITIONAL CONTACT

Toll Free: (866) 373-5576
Fax: (519) 725-5806
Branch Office: (519) 725-1214
Branch Fax: (519) 725-5806

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.

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