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Michael Serpico

Vice President Portfolio ManagerInvestment Advisor

  • CFP®
  • CIM®

"Working together to help you achieve what truly matters to you"

Michael has been managing investment portfolios with TD Wealth since 2001, first with TD Wealth Financial Planning and now TD Wealth Private Investment Advice. Michael is a Certified Financial Planner (CFP®) and a Chartered Investment Manager (CIM®). In 2015, Michael was honored with the title of Vice President.

 

Family has always played an important role in Michael's life. Michael and his wife Laura have raised their two children with the values of honesty, trust, commitment and hard work; values which he brings to his practice every day and which he feels has lent greatly to his success.

 

Michael and Laura have raised their family in the community of Lake Bonavista and continue to live there today. Their two children – Nico and Alexandria – are both in university. In their free time, Michael and his family enjoy sports, travel and spending time with their large extended family.

The Quarry Group consists of Wendy Farch, Vice President & Portfolio Manager, Joe Scalise, Vice President & Investment Advisor, Michael Serpico, Vice President & Investment Advisor, Cydney Hope, Client Service Associate and Cynthia Bour, Administrative Associate. The Quarry Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. TD Waterhouse Canada Inc. is a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund

ADDITIONAL CONTACT

Toll Free: (800) 449-5344
Fax: (403) 299-8524
Branch Office: (403) 503-4488
Branch Fax: (403) 299-8639

LANGUAGES

English, Italian

Going beyond the financial picture

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

    We're redefining private wealth management.

    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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