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Michael is a Vice President and Investment Advisor with TD Wealth Private Investment Advice and a Life Insurance Advisor with TD Wealth Insurance Services.
With over 19 years of experience working with and advising affluent families and business owners, Michael specializes in portfolio construction, income generation and risk management. His main objectives for his clients are to grow and protect family assets, transition assets to future generations and to use strategies that minimize taxes.
Michael graduated from the University of Idaho with a Masters in Science, and earned his Canadian Securities course in 1997. He also stays current and up to date with extensive continuing education and training.
Through the use of comprehensive investment wealth tools and a broad range of investment strategies, Michael has been successful in helping his clients reach their goals. His Open Architecture approach means that he is committed to acting in his client's best interest by recommending custom financial solutions and using best in class investment managers and strategies.
In his free time, Michael enjoys spending time with his wife Vivianne and their two daughters. You will find the family either hiking, biking or on the tennis courts in and around Calgary.
Toll Free: (800) 449-5344
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.
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