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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.

China slump and Brexit bumps

China's economy continues to slow. What are the investment implications? And with Brexit uncertainty hanging over the U.K., what do investors need to know? Bruce Cooper,  CEO and CIO, TD Asset Management.discusses.

Best Practices When Selling Your Healthcare Practice

Jeff Halpern, Business Succession Advisor, TD Wealth, talks to Kim Parlee about best practices when you sell your healthcare practice.

TD Economics

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

Monthly Perspectives - Game Changer

Well, it finally happened. James Holzhauer, the professional gambler from Las Vegas who had been blowing away the competition on Jeopardy!, finally lost a game.

Current Perspectives

Trumps, Tariffs and Trade Wars.

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?