Michael offers a wealth of experience and a diversified business background as your Senior Portfolio Manager and Wealth Advisor. Originally from Ottawa, Ontario, Michael moved to Vancouver in 2006 to complete his undergraduate degree in Finance, followed by a Master’s degree in International Business from Trinity Western University. Michael then worked in project management in Victoria, B.C., where he gained first-hand experience in business operations before joining RBC Dominion Securities in 2012. This experience served him greatly when working with business owners in his current capacity as a wealth advisor. Michael and his team are highly focused on helping clients build intergenerational wealth and a living legacy through a comprehensive wealth management process. He believes that investment management is just one element of the financial solution, and that a thorough wealth planning strategy is required for all clients. Michael is committed to cultivating strong and transparent relationships with his clients to ensure trust and peace of mind are maintained, as this is the foundation of his business.
Michael holds his Registered Representative license, Life Insurance license and his Chartered Investment Management (CIM) designation.
