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.
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.