Who We Are
A Team of Seasoned Advisors

This past year, a dear client of ours was celebrating his birthday while battling a rare form of cancer.

In an effort to boost the client’s spirits, Michael had a special cake baked and drove up north to surprise him on his birthday. He celebrated with the client and his wife while singing “Happy Birthday” around their kitchen table.

Michael considers his clients an extension of his own family, and this is one of many examples that occur on a regular basis throughout the year that demonstrates the high level of care Michael brings to his client relationships.

Meet The Team

Michael Marcovitz

Senior Investment Advisor

MBA

LL.B.

Jane Ly

Associate Investment Advisor

Jason Edmunds

Client Service Associate

Client Service Associate

Client Service Associate

Client Service Associate

Additional TD Specialists

Paul Badham

Estate Planning Advisor

Domenic Tagliola

Tax and Estate Planner