Michael Thakkar

WORK HISTORY

EDUCATION

SKILLS

ABOUT MICHAEL THAKKAR

Michael bought his first stock when he was eighteen years old, and instantly fell in love with the markets. After completing his MBA in Finance from the University of British Columbia, and then working in the Canadian Diplomatic Service as Vice Consul at the Consulate General in Milan, Italy, Michael entered the Wealth Management business in Since that time, Michael has worked with families across Canada helping them define and achieve their financial goals. Michael focuses on the four pillars of wealth management: helping to build net worth through disciplined portfolio construction; implementing tax-efficient strategies; protecting what matters; and leaving a legacy. To get there, Michael has based his career on two passions. The first is his view that his relationship with his clients and their wealth is a sacred trust. As a result, Michael dives deeply in understanding his clients, and he applies the principles of behavioral finance to help them uncover their investing blind spots and truly understand risk. The second is rooted in his experiences as a young investor, and that is his love of the markets. Michael is constantly reading, studying, and seeking to understand domestic and global markets, and he brings that deep knowledge to the construction of his clients\' portfolios. Michael holds the Chartered Investment Manager (CIM®) designation and holds the Senior Portfolio Manager title. As a result, he can offer both discretionary portfolio management along with traditional brokerage models to his clients. Michael is also a Life Insurance Advisor through TD Wealth Insurance Services and by engaging TD specialists he can offer his clients access to a full suite of wealth products such as financial, will and estate planning, along with banking and credit services. TD Wealth Insurance Services means TD Waterhouse Insurance Services Inc, a member of TD Bank Group. All insurance products and services are offered by the life licensed advisors of TD Waterhouse Insurance Services Les renseignements sont fournis pour les résidents canadiens et ne constituent pas des conseils. Pour lire les mentions juridiques complètes, visitez les pages td.com/francais/avis_juridique et https://go.td.com/AvisMediasSociaux Information provided is intended for Canadian residents and does not constitute advice. To read the full disclaimers, please go to and https://go.td.com/SocialDisclaimer.