Michelle Podorieszach B.A., CFP®
A lifelong Calgarian, Michelle has been working in the client service industry for 20 years. She began work in the financial industry in 2012. Michelle started as a Financial Advisor and then became a Senior Financial Planner with TD Wealth Management for 10 years, working in lending, estate planning and private investment management. Michelle is a very strong believer in financial planning for all Canadians no matter their age or financial situation and volunteers with groups to increase financial literacy across Calgary. She believes all financial professionals can improve their knowledge and further assist their clients with reaching their goals through their insight and planning skills.
As financial planners, we do not provide specific tax and legal advice. You should always consult your accountant and/or lawyer where necessary. Because of the many ways a strategy may be impacted when segmented, we prefer to communicate collectively with your external professionals to ensure that all recommendations and action plans are in the overall best interest of you, with your professionals working with common goals in mind.
You are never obligated to act on our recommendations of products, services, or advice.