Michelle Kletke

Profile Image
Michelle Kletke

Investment Advisor

CIM®

CFP®

Working together to help you achieve what truly matters to you

Phone

Office

(416) 239-3530

Office Location

3280 Bloor Street West Suite 1201, Centre Tower. 12th Floor Etobicoke, ON M8X 2X3. map

In my 20+ years of experience in the wealth management role, I have been working with and advising clients from a diverse range of experiences and life situations. I have successfully helped client through unprecedented difficult times in the market by utilizing a disciplined asset allocation and rebalancing approach.

I have dedicated my career to providing my clients with a high level of personal service through the development and maintenance of a tailored wealth strategy. In building this wealth strategy, I will work with you to help identify the needs and goals of you and your family, educate you on beneficial opportunities, and aid in managing your risk.

My goal as an Investment Advisor is to develop and foster a committed relationship with my clients based on trust and communication, where I can provide them with personalized, disciplined and proactive service. In addition to having access to a wide range of investment options as my client at TD Wealth Private Investment Advice, you will have the support of many dedicated TD specialists, ready to help you achieve your goals.

Please contact me today to see if my experience and services can help you achieve your goals. I will help you take charge of your financial future.

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Phone

Toll Free

(888) 303-8777

Fax

(416) 239-3205

Branch Phone

(416) 239-3363

Branch Fax

(416) 239-3205

Certificates

CIM®

CFP®

Languages

English

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

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

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.

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

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.

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.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

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Money Talk

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Mortgage-free! Making the most of this money milestone

You’ve paid off your mortgage. Congratulations! It's a big deal. Now what? Georgia Swan, Tax and Estate Planner, TD Wealth, joins Kim Parlee to talk about some key considerations as you pivot your financial plan to gain ground on other important goals, including retirement, helping your children or finally buying a vacation property.

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TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

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Monthly Perspectives: The Perfect Gift

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As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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