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Your wealth team for life.
We are a wealth team that cares and we will strive to prove it to you day after day.
You’ve done a great job amassing capital, and we owe it to you to help you to protect and enhance it. Drawing upon our conservative approach and the expansive network of TD specialists, we help you to protect and grow your assets by focusing on risk minimization and downside protection.
With our combined financial experience of over 50 years, we’ve learned that most investors value two major themes:
Preservation of Capital is more important than the pursuit of gain, and
Clients are generally not as brave as some advisors think they are.
In short, we can help you live more comfortably today, and enjoy greater success over the long term by designing conservative, disciplined and structured wealth strategies that are designed to be simple to understand and follow.
Advising individuals and families, business owners with holding companies, doctors, dentists, corporations and charities across Canada with significant assets, we have the sophistication to address many of the wide-ranging or complex needs you may have.
We understand and honour our responsibility to place our clients’ interests first. This – and our focus on capital conservation – helps us to build long-term relationships that we truly value with our clients.
The service touch points you can expect
We aim to deliver the best products, the best personalized services and the best value.
Our entire team is committed to answering your phone calls in person and being responsive and available.
You can expect to receive financial information and timely insights on points of personal interest.
Guiding you through the four Wealth Pillars:
Your Private Wealth Management Experience
Initial discovery meeting To learn more about you, your values and your wealth priorities
Personal wealth strategy meeting To explore your customized wealth strategy
Welcome to Private Wealth Management A step-by-step process to bring you onboard, transfer your funds and structure your portfolio
Meet your team You will be introduced to your wealth team who can help create and implement your wealth strategy
Ongoing proactive service To provide curated insights and updates
Regular review meetings To discuss your progress towards your financial goals as your needs evolve
Zoback Holford Wealth Management 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..
Supporter of Feed The Hungry, The Students' Association of Mount Royal University, Canmore Food Bank, Calgary Drop In & Rehab Centre, Sabres Athletics, Canadian Veterans Legacy Project
Helping you achieve your vision of success
We take the time to get to know you and understand your vision for the future. Our team of professionals can work with you and your family to develop an effective plan to help you make that vision a reality.
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.
Mike has been providing comprehensive wealth management and advice to individuals, small business owners and their families since 1995. Exceptional client service is also a fundamental value to Mike and this shows every day in his interactions with both long-standing clients and newly referred clients alike. Mike's dedication to one-on-one relationships with each client goes above a regular 9 to 5 work week.
Mike puts an emphasis on trust and making sure all of his clients have an understanding he is there to provide advice to them. Mike is proud to call Calgary home, enjoys spending time with his two grown sons and traveling. Mike holds the Certified Financial Planner and Chartered Investment Manager designations.
Darryl’s approach to an exceptional client experience has always centered around one theme. “Always put clients first, and don’t try to be all things to all clients”. Not surprisingly then, for over 20 years Darryl has continued to serve his clients utilizing the various tools at his disposal thereby helping to ensure they are on the right path to reach their financial goals.
First and foremost this starts by employing a dedicated support team that strives to provide amazing day-to-day customer service and then engaging TD Specialists such as lawyers, tax accountants, estate practitioners, and financial planners as required to help ensure that our clients wealth needs are met. Darryl is a proud born and raised Calgarian, has two wonderful daughters, his Bachelor's degree in Economics from the University of Calgary, and has the Personal Financial Planner designation.
Barry has a Bachelor of Commerce degree from the University of Calgary. His main areas of focus are coordinating our teams overall client experience, and marketing, along with acting as a liaison to our surrounding community and the charities we enjoy supporting. Throughout his career Barry has made exceptional client service a core value, a quality that is near and dear to our team. A born and raised Calgarian, Barry enjoys attending sporting events, listening to live music and travelling.
Dannica recently joined our team here at TD Wealth after working in retail banking for TD the past four years. Working in a variety of different roles has given her an excellent understanding and knowledge of the retail side of banking – knowledge she now looks forward to sharing with all of our clients. Dannica is responsible for day-to-day client support and various administrative duties on our team, and possesses a strong commitment to excellent customer support and attention to detail. In her spare time Dannica enjoys playing roller derby on Calgary's All-star roller derby team, travelling, and spending time with her family and friends.
Kim joined TD Wealth in 2003 and has over 28 years of experience in the financial industry. During her career, she has worked in a variety of roles, giving her a depth of knowledge and understanding that we belive our clients appreciate.
Often one of the first points of contact for our clients, Kim is also responsible for the majority of their ongoing day-to-day support. She has worked with Darryl since the early 1990s and still assists him with his practice while also now keeping our whole group running smoothly. Born and raised in Calgary, Kim enjoys spending time outdoors with her husband Guy, camping, hiking and running with her golden retriever Roady.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
REQUEST AN APPOINTMENT
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The Will and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
Sean Hiebert
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Blaine Wilson
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
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.
advisors.td.com/mike.holford
U.S. economy: Signs of resilience help to ease recession worries
While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.
New real estate changes for 2023: what they might mean for you
If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.
TD Economics
The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia
Monthly Perspectives: Institution Evolution
If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.
Bank of Canada hikes rates, signals more to come in fight against inflation
The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.
The 2022 MoneyTalk tax checklist
While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.
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