Wealth Management Solutions Designed For You

As you make your way towards achieving your goals in life, you may discover your financial situation becoming increasingly complex.  When you reach this stage and you require professional assistance with wealth management, Michael can help.
Recognized as one of the leading Investment Advisors in Woodstock, Michael provides sound investment guidance and a comprehensive range of wealth management services - including insurance, will and estate planning, and retirement planning - designed to your unique preferences.
Backed by the century old tradition of RBC Dominion Securities - Canada's leading full-service wealth management firm - you can be confident that you will get the professional advice and services you need.  Whether you are looking for personal wealth management for yourself, your family, or your business, Michael has the expertise and access to the resources to help you achieve your goals.



Insights into giving and inheriting wealth across generations

Within a generation, over $400 billion is expected to be passed down to inheritors in Canada. How are Canadian families preparing for one of the largest transfers of wealth in history? And will inheritors be ready?

“It’s up to the givers of wealth to proactively prepare the next generation to manage that wealth.”