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Sotos Michailides

Investment Advisor

  • CFA®
  • PFP®
  • B Comm.

Working together to help you achieve what truly matters to you

About us.jpg 

My approach focuses on working together with the client to build a portfolio that encompasses the client’s true risk tolerance right from the start.  We have the tools to build a proper and suitable portfolio where you, the client, control the risk. I believe that as investment advisors our responsibility is to help clients minimize risk in all aspects of the Investment and Wealth Management process.
I invite you to call me directly at 780-448-8377 if you feel my approach can benefit you.

ADDITIONAL CONTACT

Toll Free: (800) 950-1568
Fax: (780) 448-8694
Branch Office: (780) 408-6054
Branch Fax: (780) 448-8694

We're redefining private wealth management.

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.

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You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Next-gen tech that could rock the world and your portfolio

AI, robotics, self-driving cars.  Kim Parlee talks with Vitali Mossounov, technology analyst, TD Asset Management, about these burgeoning tech theme that may change the world and your portfolio. 

Is it even worth my time to submit a $2 billing code?

Two dollars is quite literally pocket change. But if a doctor were to add up all the billings that weren't worth their time or worry, it could represent thousands of dollars in lost revenue. In this special Ask MoneyTalk for health care professionals, Dr. Adam Stewart does the math.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Six Ways to Manage Stress and Stay Healthy

Sometimes life throws you for a loop and you have little-to-no control over what happens.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from my services?