A co-founder of The Charter Group at TD Wealth, Mike has provided clients with specialized advice in the areas of securities selection, retirement and estate planning since 1994. His understanding of client objectives, whether they are high net worth individuals, foundations or trusts, has earned Mike an exemplary reputation as a financial services strategist. Mike has gained a level of trust with clients and colleagues in various accounting and law firms through his informed and consultative approach. 

Mike was raised in the Fraser Valley, where he attended high school at the Mennonite Educational Institute (MEI). In addition to earning a Bachelor of Arts (B.A.) degree in Political Science from Simon Fraser University (SFU), Mike has completed extensive studies with the Canadian Securities Institute, including Canadian Investment Finance (CIF), Chartered Investment Manager (CIM) and the Professional Financial Planning Course (PFP). Mike has also earned the designation of Fellow of the Canadian Securities Institute (FCSI), which is the Canadian Investment Industry's highest mark of distinction. Mike is also licensed as a Life Insurance Advisor with TD Wealth Insurance Services.

Mike is actively involved in the Rotary Club of Langley Central and the Langley Chamber of Commerce. He is also a member of the Surrey Board of Trade, Fraser Valley Estate Planning Council and participates in fundraising for a number of Fraser Valley charities.

Mark co-founded The Charter Group at TD Wealth Private Investment Advice after having worked in investment management for 25 years.  His responsibilities focus on asset allocation and security selection.  Mark brings an established investment track record and a 32-year career of studying market history as well as contemporary investment techniques and theories, all of which have had an impact on his unique and conservative investment approach.

In addition to writing a number of columns for various publications, Mark has also had the opportunity to discuss his views and insights during interviews with Bloomberg News, BusinessWeek.com, Advisor.ca, The National Post, CFA Magazine, The Vancouver Sun, Business in Vancouver, Global TV, and CKNW Radio.

Mark is a Chartered Financial Analyst (CFA) charter-holder, has a Master of Business Administration (M.B.A.) degree from Pepperdine University, and a Bachelor of Business Administration (B.B.A.) degree from Simon Fraser University.  Mark is a member of the Langley Chamber of Commerce and the Surrey Board of Trade.

Laura entered the investment industry in 1997 and joined Mike Elliott in 2006 as an Associate Investment Advisor.  She works closely with Mike and Mark guiding clients through The Charter Group's wealth management process.

Laura focuses on identifying clients’ wealth management needs including retirement planning, estate planning strategies, and tax strategies.  She creates personalized financial plans and when appropriate will work with other wealth specialists within the TD group in order to present a custom tailored wealth plan.

Laura holds the Certified Financial Planner (CFP®) designation, a highly renowned Financial Planning designation offered through the Financial Planning Standards Council, as well as the Financial Management Advisor (FMA) designation offered through the Canadian Securities Institute.

Laura is actively involved in her community and participates in fundraising for the Red Cross, World Vision and the SPCA.

Kelsey joined The Charter Group at TD Wealth after working in branch and client administration at Canadian bank-owned and life insurance company-owned Investment firms. Her experience has made her fluent in Investment Industry administration matters, and her focus on detail and thoroughness enhance the application of her skills.

Kelsey attended school in Langley and continues to be a resident in the community.