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As a Vice-President and Portfolio Manager with TD Wealth Management, Michael specializes in managing the complex financial affairs and daily investment management for the area's most successful individuals, corporate investment accounts and Trusts.
Michael was born and raised in Ottawa, and began his career there in 1991, holding management positions at a major Canadian bank. In 1995, Michael moved to Midland to advance his career and follow his passion for investment management.
Since 2005, Michael’s approach as an active Portfolio Manager includes an investment approach that is tailored to each client’s risk tolerance, his own personal conservative investment nature, and an easy to understand methodology.
Within TD Wealth Management, Michael is recognized nationally as one of the firm’s leading advisors, due to his commitment and strong business ethics. Together, with his team, he currently manages in excess of $200 million in client assets while employing three underlying principles; responsibility, integrity and service excellence.
When asked what he is most proud of, he says that "It is the long term client relationship and earning our clients deepest trust that dates back to when I first moved to Midland in 1995."
Continued industry education is a top priority for Michael as he holds the Fellow of Canadian Securities Institute (FCSI), Professional Financial Planner (PFP), Canadian Investment Manager (CIM) and his Financial Management Advisor (FMA) designations allowing him to become a Portfolio Manager. The Portfolio Manager designation is awarded to individuals who exemplify the firm's highest standards to portfolio management allowing him to provide his clients the freedom from making day-to-day decisions for their investment portfolio.
Michael moved to the Midland-Georgian Bay region to enjoy the lifestyle advantages this great area has to offer. In his personal time, Michael cherishes family time with his wife Sarah and three children.
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Branch Office: (705) 526-1388
Branch Fax: (705) 527-5508
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.