TD Waterhouse
MK
Michael Kolodnicki & Associates
Wealth Management Group
To arrive at your chosen destination you need expert guidance. Securities Tax Strategies Asset Protection Estate Planning Philanthropy Risk Management
MK
Michael Kolodnicki & Associates
Wealth Management Group
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Welcome
Providing advanced solutions for the unique wealth needs of successful professionals, executives, business owners, and their companies.
Successful individuals like you have unique wealth management needs. Traditional financial planning advice is not going to bring you the return on investment and asset protection that you need and deserve. We provide the gold standard in wealth management. A holistic plan tailored to your unique needs. Our team is dedicated to preserving and growing your net worth. Meet with us to discuss customized solutions tailored to your personal and corporate goals, time horizon, and risk tolerances. Michael Kolodnicki BA Econ, CIM, FMA, FCSI, FCIP, CRM, CSWP Investment Advisor, Portfolio Manager MK Wealth Management Group TD Waterhouse
“Your ability to understand our needs and make the future plan adjustments to the markets is very much appreciated. We will continue on with you with (all) our investments as we feel we have an excellent team which understands our needs, matching them with the markets to maximize our investment and minimizing the risk.”
Charles – Energy Executive
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MK
Michael Kolodnicki & Associates
Wealth Management Group
Integrated Wealth Management Solutions for every stage of your life.
Investment Strategies
Passing on your Wealth
Banking & Credit Management
Philanthropy
Retirement Planning
Education Funding
Business Succession Planning
Protecting your Income Protecting your Assets
Tax Management
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Service
Providing advanced solutions for the unique wealth needs of successful professionals, executives, business owners, and their companies.
We keep you informed every step of the way, giving you peace of mind that your investments are secure. We work with TD Waterhouse, the TD Bank Group and a network of internal and external trusted professionals to deliver the solutions you require. We build long-term relationships based on trust, integrity, and service.
Customized Planning
Consistency
Cost and Tax Efficiency
Portfolios and advice are tailored to each individual client’s personal and corporate goals, time horizon and risk tolerances.
We offer a disciplined, actively managed investment process that is monitored almost daily. Bonds are high quality and proper duration. Equities are value-oriented, focusing on stable and growing cash flows, earnings, prudent debt, and dividends.
The majority of our clients are on an appropriate annual fee structure that effectively aligns our shared interests of preserving and growing your assets. We are on the “same side of the table”. Costs are completely transparent and potentially tax deductible.
“I appreciate Mike’s candour and integrity. His style is pragmatic. I enjoy working with him and the results have exceeded plan. He knows a lot but is not afraid to get the right answer when he does not have the answer. Its easy to recommend him to friends and colleagues.”
Doug – Senior Management - Energy
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MK
Michael Kolodnicki & Associates
Wealth Management Group
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Providing advanced solutions for the unique wealth needs of successful professionals, executives, business owners, and their companies.
Contact
Contact us to discuss how my team and I can help you meet your unique goals and protect what is most important to you. Michael Kolodnicki BA Econ, CIM, FMA, FCSI, FCIP, CRM, CSWP Investment Advisor, Portfolio Manager MK Wealth Management Group TD Waterhouse T TF F E w
403.299.8637 800.449.5344 403.299.8624 michael.kolodnicki@td.com www.mkwealthmanagement.com
“Your continuous supply of timely information, solid counsel, and unwavering efforts to help me reach my financial goals help me to meet any challenges head-on. You have taken the time to understand my tolerance for risk, my ability to take on new investments and my long-term goals, but most important, you have taken the time to get to know me.”
Anne – Physician
TD Waterhouse Private Investment Advice is a division of TD Waterhouse Canada Inc., a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of the Canadian Investor Protection Fund. ® / The TD logo and other trade-marks are the property of The Toronto-Dominion Bank or a wholly-owned subsidiary, in Canada and/or in other countries. MK Wealth Management Group consists of (photo L to R): Eric Leveille, Estate Advisor; Stephanie Ferri, Investment Representative; Michael Kolodnicki, Investment Advisor, Portfolio Manager; Joe Vanderleest, Estate Planning Advisor. MK Wealth Management Group is part of TD Waterhouse Private Investment Advice. 7
MK
Michael Kolodnicki & Associates
Wealth Management Group