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Michael has been advising affluent families and business owners for more than 17 years. A licensed Investment Advisor, he specializes in portfolio construction, income generation and risk management.
Michael is an Investment Advisor with TD Wealth Private Investment Advice and Life Insurance Advisor with TD Wealth Insurance Services. His main goals are protecting family assets, transitioning assets through estates and minimizing taxes. He earned his Canadian Securities course in 1997 and stays current with extensive continuing education and training. He is a graduate of the University of Idaho.
Michael uses comprehensive investment planning tools and a broad range of investment strategies. His Open Architecture approach means that he is committed to acting in his client's best interest by recommending only the financial products he feels are suited to their needs. When customizing financial solutions he uses best in class investment managers and strategies.
Michael works successfully with a broad cross section of high net worth families and businesses. He derives great satisfaction from assisting people with some of the most important decisions of their lives.
Michael enjoys spending time with his wife Vivianne and his 2 active daughters. You will find his family hiking, biking and playing tennis in and around Calgary.
Branch Office: (403) 299-8600
Branch Fax: (403) 299-7984
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.