"Managing wealth is our business, but managing relationships is our strength. We place our client first and always have."
Through his dedicated approach, Michael has earned the trust and confidence of his medical professionals, managing over $200 million in investments on their behalf.
"There's no cookie-cutter or one-size-fits-all approach here."
Michael will work with you to meet your specific needs, and nurture that relationship by understanding what's important to you. He will tailor to your goals, and build a comprehensive, customized financial plan.
He also provides thoughtful investment management advice on an ongoing basis, always making recommendations with your best interests at heart. In constructing your investment portfolio, Michael can access all types of investments in Canada, the U.S. and globally, including individual stocks, bonds and leading Canadian mutual fund firms.
Michael and his team of specialists can provide clients with personalized, objective advice, complemented by the support of the largest financial institution in Canada. The following are the most common issues in wealth management:
- Financial Planning
- Investment Planning
- Retirement and Lifestyle Planning
- Risk Management
- Estate and Will Planning
- Tax Planning
- Incorporation Advice and Strategies for physicians and dentists.
We invite you to contact us for a complimentary financial planning review or a second opinion of your investment portfolio.