Meet The Team
Investment Advisor
Investment Advisor
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.
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Investment Advisor
Investment Advisor
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 with expertise in areas such as law, tax accounting, estate planning, and financial planning 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.
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Administrative Associate
Administrative Associate
Barry has a Bachelor of Commerce degree from the University of Calgary. His main areas of focus are coordinating our team's 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.
Client Service Associate
Client Service Associate
Dannica joined our team here at TD Wealth Private Investment Advice after working in retail banking for TD for over four years. Working in such a variety of different roles at the branch level has given her an excellent understanding and knowledge of the retail side of banking - knowledge she now enjoys 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 loves traveling, and playing dodgeball,Read more content start softball and golfing with her friends and family.
Client Service Associate
Client Service Associate
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 believe 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.
Associate Investment Advisor
PFP®
Steve brings a wealth of expertise and experience to our team in Calgary. With the aim of helping clients in all areas of their financial lives, Steve has consistently demonstrated a strong commitment to excellent customer service and innovation.
Before joining our team, Steve held key roles at TD, most recently as a Private Banker for the past 5 years. He served a large number of the banks highest value clients utilizing his knowledge of the bank's many products and services, with a particular focus on Investment solutions, and holistic wealth management. His strategic thinking and problem-solving skills have consistently contributed to his ability to provide tailored advice and solutions. Steve's client-first approach aligns perfectly with our team's values. We are excited for our clients to experience the dedication, care and excellence Steve brings to his work.
Outside of work, Steve enjoys spending time with his fiancée Courtenay and their two dogs. He is passionate about sports and keeping active. An avid golfer during the Summer and plays hockey weekly during the Winter. Steve brings the same enthusiasm to his personal pursuits as he does to his professional endeavors.
