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MAP
LIST
Senior Investment Advisor
Working together to help you achieve what truly matters to you
1633 Ellis Street Suite 410 Kelowna, BC V1Y 2A8Map
At TD Wealth Private Investment Advice our objective is to help you plan for the various aspects of your financial future.
Working together to help you achieve your goals - whether you are investing for yourself, your family, your business or your organization - We can provide you with tailored investment solutions to help you build and achieve your specific goals. We can offer comprehensive wealth management advice to help guide you through today’s increasingly complex marketplace.
We also work in collaboration with additional TD Specialists. These TD Specialists can assist clients in the areas of wealth protection and insurance solutions, estate planning and trust services, and charitable giving strategies; working together to help you grow, protect and enhance our clients’ financial lives.
Toll Free: (877) 717-6465
Branch Office: (250) 470-3010
Branch Fax: (250) 470-3015
English
University of Alberta B.Comm. Finance
Michael participated in the BC Ride to Conquer Cancer event in 2016, 2017, 2018, 2019, 2021 and 2022; personally raising over $25,000 for cancer research. The 2020 ride was cancelled due to COVID and the event was renamed in 2021 and now called The Tour De Cure. Michael rides again in August of 2023. For more information, please visit www.tourdecure.ca
We take the time to get to know you and understand your vision for the future. Our team of professionals can work with you and your family to develop an effective plan to help you make that vision a reality.
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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.
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