Meet The Team
Senior Portfolio Manager
B.A.
CIM®
FCSI®
A co-founder of The Charter Group at TD Wealth Private Investment Advice, 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.
Senior Portfolio Manager
MBA
CFA®
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.
Associate Investment Advisor
CFP®
FMA
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.
Administrative Associate
Administrative Associate
Kelsey joined The Charter Group at TD Wealth Private Investment Advice 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.
Administrative Associate
Administrative Associate
Esther joined The Charter Group at TD Wealth Private Investment Advice, bringing years of experience working at TD Canada Trust, her latest role being in branch management. In addition to her attention to detail and administration skills, she also adds language skills with her fluency in Korean.
Esther attended Semiahmoo Secondary School in White Rock and Trinity Western University in Langley. She currently resides in Abbotsford.
Additional TD Specialists
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Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Trust Officer
Trust Officer
Your experienced Trust Officer will provide a full-range of Estate and Trust services including supporting you with Will and Power of Attorney for property (POA) planning needs, when you are interested in appointing a Professional Corporate Executor or Attorney. We will also explain how we can assist you if you are acting in these roles. Our team is focused on building a long lasting relationship with you and your family in order to assist in the management of your financial and estate plans throughout the accumulation, preservation and transition periods. You are the architect of your legacy - we can help with the blueprint.
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Business Succession Advisor
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
