Mike is a well-respected, established Investment Advisor and Senior Wealth Advisor with more than 30 years of experience working in these two roles within the Investment industry in Northern Ontario. This achievement has allowed him entry into the Private Investment Management (PIM) Group at RBC Dominion Securities, as Senior Portfolio Manager. As a Senior Portfolio Manager, Mike is able to offer discretionary wealth management to his clientele, in addition to all the other available investment /financial services offered through RBC Wealth Management.
Mike was born and raised in North Bay. He attended Wilfrid Laurier University where he completed a four-year honours Bachelor of Business Administration degree. He then successfully completed his Master of Business with a dual concentration in Business Strategy and Investment Finance at York University. He completed the Canadian Securities Course (required for licensing) in 1988.
Over the course of his career, Mike attained his Certified Investment Manager designation and earned the Fellow of the Canadian Securities Institute designation along with the appointment as a Senior Portfolio Manager at RBC Wealth Management.
Mike's academic background and prior experience in institutional equity research has given him a thorough understanding of the financial markets, as well as a solid knowledge of the available investment alternatives in today's ever-changing marketplace. More importantly, Mike believes in offering more than just investment advice. By leveraging partners, business owner planning, insurance, tax and estate planning is a crucial component of Mike’s value proposition.
In his spare time, Mike has taught the Canadian Securities Course at Canadore College, along with designing and teaching the third- and fourth-year finance and investments courses at Nipissing University and Ottawa University. His passions include gardening, travelling and an avid interest in visual arts.
