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Portfolio ManagerInvestment Advisor
Working together to help you achieve what truly matters to you
Suite 900 421 7th Ave SW Calgary, AB T2P 4K9Map
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.
Branch Office: (403) 299-8600
Branch Fax: (403) 299-7984
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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