Michael Zhang
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After completing MBA courses at Manchester Business School in the UK, I worked with London Life as a Financial Security Advisor in 2006-2007. Having joined TD Bank Group in 2008, I played different roles from Financial Services Representative to Mutual Fund Representative. In 2015, I progressed to TD Wealth Financial Planning as a Financial Planner.
In 2021, I moved on to TD Wealth Private Investment Advice as an Investment Advisor, which is my current role. My mandate is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of our business. I will deliver proactive and personal advice, working closely with you to make key decisions about your portfolio that are in line with your goals. In addition, I work closely with TD specialists to make sure that we deliver a holistic wealth management based on the four-pillar approach at TD Wealth, namely: Building net worth, Implementing tax efficient strategies, Protecting what matters, and Leaving a legacy.
Built upon my 30+ years of personal investment experience and 15 years of professional experience in the financial industry, I am dedicated to utilizing my knowledge and skills to enhance your wealth management experience by helping you achieve your financial objectives through delivering our core value propositions.
Languages
English
Mandarin
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Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Market Commentary
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Can I split a capital gain 50/50 with my spouse?
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Can I split a capital gain 50/50 with my spouse?
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Joint accounts and estate planning: Mistakes to avoid
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Joint accounts and estate planning: Mistakes to avoid
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Will you spend $42,000 per year to support your child's dream?
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Will you spend $42,000 per year to support your child's dream?
The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability.