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Michael I Levine has over 35 years business experience, including the last 25 years in the financial industry. Prior to joining TD Wealth in 2006, Mr. Levine was Vice President and Investment Advisor with another Canadian Chartered Bank.
Combining both his devotion to understanding each client, with his expertise in constructing portfolios, Michael designs investment solutions specific to their needs.
Acting as a wealth advisor for his clients, Michael often works in collaboration with an integrated team of TD specialists of other disciplines, and works in tandem with each of his client's own professionals.
Mr. Levine also sits on the Board, and is National President of a Canadian Charity.
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.
Alain has over 20 years experience in the investment industry as an Administrative Assistant and as an Associate Investment Advisor. His primary responsibility is managing the process of portfolio implementation, and regular monitoring and reporting.
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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.
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