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Michael Sim

Senior Investment AdvisorSenior Portfolio Manager

  • MBA
  • CIM®

Committed to understanding your needs and helping you achieve your vision of success

Background

I have been providing wealth management consulting services to individuals, institutions, and  
families across Canada since 2004. I am originally from New Glasgow, Nova Scotia and currently reside in Halifax. Outside the office, I enjoy spending time with my family. We all value an active and community-focused lifestyle. My interests include running, hockey, golfing and surfing and I am an active volunteer with a variety of charities throughout Nova Scotia.

The foundation of my business is to establish and maintain meaningful working relationships with each of my clients through providing exceptional service and sound financial advice.

My Approach

I collaborate with my clients in the creation of a comprehensive financial strategy that addresses their complete financial situation. This disciplined process ensures they have a wealth management plan that is designed to help provide clarity both now and into the future.

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The array of services I provide in consideration of these goals include: 

  • Investment strategies
  • Retirement planning strategies
  • Estate planning strategies
  • Cash/risk management
  • Business succession strategies
  • Tax strategies
  • Insurance strategies
I am licensed to trade in stocks, bonds, hedge and mutual funds, money market securities, segregated funds, annuities, and I am a Life Insurance Advisor with TD Wealth Insurance Services.


Client Experience

Once we have a complete understanding of your goals and objectives, we will work with you to build and implement a long-term strategy that focuses on your wealth management needs. During this process, we may have the opportunity to connect you with other TD Specialists who can provide professional advice in key areas that matter to you. 

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ADDITIONAL CONTACT

Toll Free: (877) 420-4503
Fax: (902) 420-8141
Branch Office: (902) 420-3211
Branch Fax: (902) 420-8141

LANGUAGES

English

EDUCATION

Acadia University, B.Sc Kinesiology (2000) , University of New Brunswick: MBA - Finance (2004), Chartered Investment Manager (2014), Discretionary Portfolio Manager (2016)

Uncover your wealth personality

The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.

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Armed with a deep understanding of your priorities and values, we'll work with a core team of specialists to help you achieve your goals. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.

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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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You have questions, I have answers. Let's have a quick chat.

Market Commentary

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Money Talk

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If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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