Meet The Team
Senior Investment Advisor
CIM®
FCSI®
As an Investment Advisor at TD Wealth Private Investment Advice, Michael has been providing comprehensive wealth management advice and solutions to individuals, business owners, retirees and their families for over 25 years. Michael is committed to providing exceptional service to each of our clients, and we work with clients to create customized wealth and retirement plans to help build and protect their financial futures.
Michael holds a Bachelor of Commerce degree, and Bachelor of Arts from the University of Toronto, as well as the Personal Financial Planner (PFP®) and Chartered Investment Manager (CIM®) designations. He can be regularly heard on radio stations like 680 News, has been seen on Canada AM, BNN and CP24, and is often quoted in the Toronto Star and other media sources for his professional opinions.
From Financial Post to 680 News, take a look at some of our most recent media features:
BNN BLOOMBERG | Powell placated markets with dovish tone
WEALTH PROFESSIONAL | What’s the story behind Spotify's solid market debut?
FINANCIAL POST | TSX grinds out all-time high, Wall St. mixed after Fed holds interest rate
CTVNEWS.CA | Financials sector boosts North American stock indexes higher
THESTAR.COM | Oil stocks lead TSX higher on news that OPEC reaches deal
BNN BLOOMBERG | TSX, Wall Street swing to the positive as investors take in Trump presser
680NEWS.COM | TSX down slightly as Cenovus stock plunges after mega deal
English
Cantonese
Investment Advisor
CIM®
PFP®
CEA
Santo works with individuals, business owners & their families, as well as health care practitioners, in designing and implementing tax-efficient wealth strategies that adapt throughout the ever-changing financial landscape. Along with his team, The Currie Group, he offers integrated wealth planning solutions that help their clients accomplish what matters most to them.
In 20 years of working in financial services, Santo has achieved the Chartered Investment Manager (CIM®), Personal Financial Planner (PFP®), and Certified Executor Advisor (CEA) designations. Santo holds an Honours Bachelor of Philosophy and Political Science from the University of Western Ontario. He enjoys travelling and going on adventures with his wife and two children. Santo actively volunteers in his community, and is currently on the Board of Directors for the Kiwanis Club of Toronto as Chair of the Fundraising and Events Committee.
Honours Bachelor of Philosophy and Political Science from The University of Western Ontario
Client Service Associate
Client Service Associate
Chapman began his career in the Financial Services Industry in 2007. Prior to joining TD Wealth, he spent 8 years with BMO Nesbitt Burns. He strives to provide exceptional client service and administrative assistance to our valued clients.
He graduated with a double major in Economics and Statistics from the University of Toronto. In his current role as a Client Service Associate, he can assist with account opening, trade executions, transfers, wealth plans, and other various tasks. His passion and dedication to his role is essential to the team's success.
Away from the office, Chapman enjoys spending time outdoors with his family, and is involved in several fundraising organizations.
Additional TD Specialists
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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.
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.
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.
