Michael Sim, Investment Advisor,Halifax, NS

Phone

Office

Office Location

1791 Barrington Street Suite 1700 Halifax, NS B3J 3K9. map

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 support 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.

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.

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.

Phone

Toll Free

(877) 420-4503

Fax

(902) 420-8141

Branch Phone

(902) 420-3211

Branch Fax

(902) 420-8141

Certificates

MBA

CIM®

Languages

English

Education

Acadia University, B.Sc Kinesiology (2000)

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

What We Do

What to expect when working with us

Understanding & Confirmation

We take the time to listen to your story - making note of what matters most to you.

We summarize our understanding of your financial priorities and needs to make sure you're in agreement.

Determine & Present Solutions

We will guide you through several strategy sessions - each designed to dive into the details of a specific priority.

We rely on the depth of each planning session to help ensure our proposed solutions align what you have with what you want to do.

Implementation & Ongoing Review

We do the heavy lifting - liaising with your other professional advisors to help ensure seamless execution in each area of your financial plan.

We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

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

Putting finances into perspective

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

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

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.

Let's Connect

Helping achieve what truly matters to you and your family.

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.