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Senior Investment AdvisorSenior Portfolio Manager
Committed to understanding your needs and helping you achieve your vision of success
295 King Street 2nd Floor Midland, ON L4R 3M5Map
As a Senior Portfolio Manager and Senior Investment Advisor with TD Wealth Private Investment Advice, Michael specializes in managing the complex financial affairs and daily investment management for some of the 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, Ontario 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 unique set of needs. Michael follows a disciplined approach to investing, executes a solid foundation of professionalism matched with a passion for building and maintaining rewarding relationships with clients.
Michael is recognized nationally as one of the top producing advisors at TD Wealth Private Investment Advice. Together with his team, he manages in excess of $598 million in client assets as of December 2021 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."
Passionate about providing exceptional service and customized wealth solutions, Michael works closely with clients to create highly-tailored personalized wealth plans to help grow and protect their wealth. 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 Financial Management Advisor (FMA) designations, allowing him to become a Portfolio Manager. As a Portfolio Manager, Michael can provide discretionary portfolio management service to his clients and take care of the day-to-day decisions of his clients' investment portfolios, so that his clients can focus on whatever they enjoy.
Outside of work, Michael enjoys spending time with his family, wife Sarah and 3 children.
Thor Wealth Management Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Toll Free: (866) 592-4564
Fax: (705) 527-5508
Branch Office: (705) 526-1388
Branch Fax: (705) 527-5508
A commitment to a strategy that is aligned with your investment philosophy is key to the successful selection of investments for your portfolio. Failing to have a core set of principles can result in an endless cycle of switching from one poor product solution to another. The potential net result: a collection of reactionary ideas that seemed good at the time, instead of a well-tailored portfolio that aims to deliver at all times.
- Brad Simpson, Chief Wealth Strategist, TD Wealth
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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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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