An Investment Advisor since 1994, Mike has the experience, education, process and solutions to help his clients achieve their long-term investment, estate and financial planning goals. Using either commission-based or fee-based compensation (it's totally up to the client) an investment portfolio is constructed to meet specific client driven goals, such as long-term growth, steady annual income or a combination of both. When appropriate, home investment bias is minimized and equity and fixed income opportunities outside of Canada sought after in countries or regions such as the US, Europe, South East Asia, India and Israel, for example.
Mike has an undergraduate and graduate degree in International Relations and Strategic Studies respectively, bringing a global view and expertise in international investing to client's portfolios. In the current slow growth domestic environment Canadians need to appreciate the value of owning a larger percentage of their assets outside of Canada where economic growth and innovation is higher and more sustainable.
