Michael Thakkar
Portfolio Manager
Investment Advisor
Working together to help you achieve what truly matters to you
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Michael bought his first stock when he was sixteen years old, and instantly fell in love with the markets. After completing his MBA in Finance from the University of British Columbia and working in the Canadian Diplomatic Service as Vice Consul at the Consulate General in Milan, Italy, Michael entered the Wealth Management business in 2000.
Since that time, Michael has been a wealth steward for the families he works with, always with a commitment to help them define and achieve their financial goals. Michael's approach is rooted in the four pillars of wealth management at TD Wealth: building net worth through careful portfolio construction; implementing tax efficient strategies; protecting what matters; and leaving a legacy.
Michael's career in the industry is deeply anchored to two passions. The first is that his trusted client relationships are a sacred privilege and something to be guarded and cultivated. And the second is his love of the markets. Michael is constantly reading, studying, and seeking to understand domestic and global markets - and he uses that knowledge to help create success for his clients in their wealth strategies.
Michael holds the Chartered Investment Manager (CIM®) designation and is licensed as a Portfolio Manager. As a result he can offer both discretionary portfolio management along with traditional brokerage models to his clients. Michael is also a Life Insurance Advisor through TD Wealth Insurance Services and by engaging TD specialists he can offer his clients access to a full suite of wealth products such as will and estate planning, banking and credit services, and investment planning.
Michael is married to an amazing woman Clara, an Anglican Priest who is currently working on her PhD. He has two adult daughters that are the pride of his life. Michael is committed to giving back to the community through charitable causes and sport. Michael currently sits on the Board of Trustees for the Bethany Care Society and he has volunteered with refugee relief in Calgary. Michael was also the past President of the Association of Shotokan Karate and was a member of the Canadian Ski Patrol. Michael also enjoys playing his guitar, and golfing, hiking and camping in the beautiful Alberta Rockies.
The Ballendine Thakkar Group 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.
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
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
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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