Our Team - We Are United By Our Commitment To Our Clients

We are a dedicated group of professionals who work together to help simplify the complexity of investing and wealth planning. We strive to deliver solutions that work for you today and in the future.

Mike Konopka

CPA, CA, CFA®

Portfolio Manager & Investment Advisor

Phone: (519) 885-8585

Email: mike.konopka@td.com

Michael is a Portfolio Manager and Investment Advisor with more than 25 years of experience in the investment advice industry. He holds the Chartered Professional Accountant designation and is also a CFA charterholder. A graduate of Wilfrid Laurier University, Michael brings a strong business background and disciplined financial perspective to his work and clients.

Michael joined TD Wealth in 2004 and works closely with professionals, business owners, affluent retirees, farmers, and real estate investors who value thoughtful, pragmatic guidance. His approach to wealth management is straightforward. He favours simplicity over unnecessary complexity, with a strong emphasis on portfolio construction and risk adjusted returns with the goal of creating resilient portfolios that support clients through every stage of life.

Michael brings a personable nature and strives to be thoughtful and compassionate to his clients. He recognizes that wealth management is not only about the numbers but also about the emotions that come with financial decisions. By providing steady guidance and perspective, he helps clients stay focused on long term goals and avoid costly decisions that can derail a well constructed plan.

Outside of work, Michael resides in Waterloo with his wife, two children and their goldendoodle Poppy. In his spare time he enjoys living an active lifestyle, travelling and spending time with family and friends.

Connect with Mike on LinkedIn

Phong Truong

MBA, CIM®

Portfolio Manager & Investment Advisor

Phone: 647-242-4185

Email: phong.truong@td.com

Phong brings over a decade of experience across the full spectrum of wealth management. Trained at both 1832 Asset Management and TD Asset Management, he has experience in private banking, private trust, investment counsel, and brokerage—giving him a rare cross-functional view of how all the pieces of a client's financial life connect. He holds an MBA from the Rotman School of Management – University of Toronto and his Chartered Investment Manager designation.

His approach is behavioral and human-centered. Where others lead with portfolios, Phong leads with questions: What does this money represent? What are you protecting? What keeps you up at night? He believes the technical work only matters if it's grounded in a genuine understanding of the person behind the account.

Phong works closely with clients whose financial lives have grown complex—professionals with corporations, business owners navigating transitions, families managing wealth across multiple structures. His strength is translating that complexity into clarity, and making sure clients feel confident in the decisions they're making.

Outside of work, Phong is an award-winning photographer and serves on the Board of Directors at Sustainable Waterloo Region, where he sits on the Finance and Audit Committee. It's part of a broader commitment to the Kitchener-Waterloo community—where he's chosen to build both his practice and his life.

Connect with Phong on LinkedIn