Since 2001, Michael has helped numerous corporate and retail clients achieve their financial goals. Through his wealth management group and prior experience working on global equity financings and mergers and acquisition assignments as an Investment Banker with RBC Capital Markets, Michael has a thorough understanding of financial markets and a distinguished professional skill-set. Michael also obtained an MBA from the Rotman School of Management at the University of Toronto.
Michael strongly believes that establishing a high degree of trust with clients is the first step in a successful long-term relationship. “As a trusted advisor,” he says, “I owe a fiduciary duty to my clients. The transparency of my services is very important to me.” Furthermore, identifying opportunities to educate his clients is also a high priority for Michael. “I encourage my clients to understand and take ownership of the financial priorities that we establish. In my opinion, any strategy is deficient if the client does not understand it.”
Michael lives in Calgary with his wife, Christie. He is active in the local community, volunteering his time to charities and local causes.