Michael Sim
Phone
Office Location
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
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.
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
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.
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