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Michelle Kletke

Vice PresidentInvestment Advisor

  • CFP®

"Working together to help you achieve what truly matters to you"

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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ADDITIONAL CONTACT

Toll Free: (888) 303-8777
Fax: (416) 239-3205
Branch Office: (416) 239-3363
Branch Fax: (416) 239-3205

LANGUAGES

English

Getting to know the full picture

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

    We're redefining private wealth management.

    At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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    You have questions, I have answers. Let's have a quick chat.

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    Monthly Perspectives June 2018

    Embrace human behavior is the second principal of our Risk Priority Management philosophy, which we define as follows:

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    In March 2017, the Wealth Asset Allocation Committee (WAAC) made a decision to underweight Canadian equities in
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    Do you know someone who would benefit from my services?