supplied
Portfolio Manager, Senior Investment Advisor, B Comm, CPA, CMA, CIM
TD Wealth
412 Albert Street Waterloo, ON N2L 3V3
Team Assets (Custodied)
$345-million
Typical Size of Household Accounts
$1-million -
$3-million
Minimum Account Size for New Business
$1-million
Typical Net-Worth of Relationships
$2-million -
$5-million
Michael Leach has more than 25 years of financial services experience with TD in Commercial lending, Risk management, Wealth Planning, Investment Advice, and Portfolio Management. Michael earned a Bachelor of Commerce in Agriculture Business at the University of Guelph and then spent a decade in commercial and agricultural lending at TD as Regional Manager for Agriculture and Credit Services and as a Commercial Account Manager. With the Chartered Professional Accountant (CPA, CMA) designation, Michael can provide an added depth of insight. Michael has also earned the Chartered Investment Manager designation.
As a Portfolio Manager and Senior Investment Advisor, Michael works with high-net-worth families and businesses to provide customized and holistic solutions to help clients reach their wealth goals. Michael and his team take the time to get to know their clients and strive to earn their trust through sound wealth planning strategies. With an approachable working style, Michael and his team implement the wealth plan together with clients to ensure they remain on track as client’s lives and financial markets evolve.
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