Longevity of service
The Michie Wealth Management Group not only offers over 80 years of combined experience in the financial services industry, but has 2 generations of advisors to service our clients. A high level of trust is vital for a successful client-advisor relationship; requiring time and attention to establish. When an advisor retires, or leaves the industry, it can be very difficult to find another advisor worthy this degree of trust. We are pleased that we can offer our clients peace of mind - when they place their trust our team, we take that responsibility very seriously and will continue to do so for many years to come.
Commitment to Financial Planning
Our team firmly believes that a personalized financial plan is essential to successfully achieving your financial goals. A proper plan has the ability to provide guidance on all aspects of your financial affairs such as Will and estate planning, insurance, cash flow management, income strategies, tax implications, etc. Due to our commitment to financial planning, all 3 advisors have obtained the Certified Financial Planner (CFP) designation, the highest level of financial planning education in Canada.
Sense of community
The Michie family has been part of the Durham community since 1989. We feel that increasing the financial awareness of residents in the community is extremely important. Our team routinely holds complimentary educational seminars to provide local residents with insight and knoweldge that can better their financial lives for both themselves and their family members. Each member of our team has a strong sense of pride in their community and continuously looks for opportunities to give back.
Geoff is a past-president of the Oshawa Chamber of Commerce, an ambassador of Whitby Chamber of Commerce, a founding member of the 100 Men of Oshawa, and acts as a current board member for the Children’s Aid Foundation.
Nick is an Executive Advisor to the Launchpad Committee of the Lakeridge Health Foundation. He is an active member with the Oshawa Chamber of Commerce, and currently sits as the President of the Lake Ontario Hunting Retriever Club.
Jason is an Executive member of the Launchpad Committee of the Lakeridge Health Foundation, and is an active member with the Oshawa Chamber of Commerce.