Michael Francella, B.Comm. (Fin), CIM

Investment Advisor

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Michael's Philosophy

Michael’s approach to working with clients is threefold: help preserve their wealth, maintain and enhance their lifestyle, and help them create the legacy they envision. Prior to engaging with a prospective client, Michael conducts a deep analysis of the individual’s current lifestyle, goals and aspirations with a comprehensive financial plan.

When developing an investment portfolio, Michael takes full advantage of all resources provided by the firm. RBC Wealth Management is one of the largest purveyors of asset managers in the world and therefore, he has access to an incredibly wide selection of investment managers and products on behalf of clients. Michael utilizes the findings of RBC’s platform resources and makes catered investment recommendations for each client.
 

Michael also strives to ensure that the clients’ and their families’ wealth is sustainable by providing estate and trust reviews. He helps families preserve their wealth in a way that is aligned with their goals. In addition, Michael understands short-term needs are important to maintaining a calm and healthy day-to-day lifestyle.

Let's grab a coffee.

Every client and family has a distinct goal, so let's start with a chat.

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