Michael brings over 18 years investment experience to his role with RBC PH&N Investment Counsel. As an Investment Counsellor, he provides discretionary investment management services and customized wealth management solutions exclusively to high-net-worth individuals and their families.
Michael manages his clients’ investments with their unique needs in mind and draws upon a team of in-house specialists to incorporate tax, estate, financial planning and insurance solutions to help with their overall financial goals. In addition, he works closely with his clients’ other professional advisors, including accountants and lawyers to ensure a comprehensive and integrated wealth management approach.
Michael attained the Chartered Financial Analyst (CFA) designation in 2004 and is a member of both the CFA Institute and Calgary CFA Society. He graduated from the University of Calgary with a Bachelor of Commerce degree.
Born and raised in Red Deer, Alberta, Michael now resides in Calgary with his wife Melody and three active sons, who are increasingly involved with baseball, soccer, basketball, skiing and church activities.