Michael Konopka, Investment Advisor,Waterloo, ON

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

Mike joined TD Wealth Private Investment Advice as a Portfolio Manager in 2004. A lifelong student of finance and investing, he graduated from Wilfrid Laurier University with an Honours Bachelor of Business and went on to earn his Chartered Accountant (CPA, CA) and Chartered Financial Analyst (CFA®) designations. His experience has given him a unique perspective that continues to shape his investment philosophy today. Mike values community and family and finds working as a portfolio manager incredibly meaningful. Outside of work, Mike lives an active lifestyle with his wife and two children.

Phong Truong, MBA, CIM®, Portfolio Manager & Investment Advisor

Phong joined TD Wealth Private Investment Advice as an Associate Portfolio Manager in 2022. Passionate about helping others, Phong strives to keep your best interests in mind throughout wealth planning and portfolio management. Having worked in the banking sector for 10 years, Phong has experience with portfolio management, borrowing strategies, tax planning and estate planning. Phong graduated from Wilfrid Laurier University with an Honours Bachelor’s in Psychology and has also earned his Master of Business Administration (Rotman School of Business) from the University of Toronto. In addition, Phong has also earned the Chartered Investment Manager (CIM®) designation and focuses on wealth planning to ensure that the investments align with a client’s goals. Phong has a passion for film photography and enjoys taking photos as well as collecting vintage cameras. Phong also enjoys spending time outdoors hiking and golfing.