Michael Serpico
Phone
Office Location
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 holds the Certified Financial Planner (CFP®) and the Chartered Investment Manager (CIM®) designations. In 2015, Michael was honored with the title of Vice President for meeting or exceeding business goals and maintaining a high level of professional business conduct.
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 have lent greatly to his success.
In Michael's free time, he enjoys spending time with his wife Laura, their two children Nico and Alexandria and their large extended family.
The Quarry Group Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Phone
Fax
(403) 299-8524
Certificates
CFP®
CIM®
Languages
English

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
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement 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.
Tailored Solutions
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.
Market Commentary
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