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As a Vice-President and Portfolio Manager with TD Wealth Private Investment Advice, 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 unique set of needs. Michael developed a Smart Money Philosophy which follows a disciplined approach to investing, a solid foundation of professionalism matched with a passion for building and maintaining rewarding relationships with our clients and easy to understand methodology.
Within TD Wealth Private Investment Advice, 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 $400 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 help provide his clients the freedom from making day-to-day decisions for their investment portfolio.
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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.