Michael is a Senior Portfolio Manager and Wealth Advisor who is responsible for managing distinct model investment portfolios so as to meet varying client objectives. Michael focuses on companies with well defined revenue and earnings growth profiles, managing portfolios to limit downside risk and volatility concerns.
Michael engages his team of experts at Dominion Securities to work closely with his clients so as to establish tax effective personal and corporate financial plans so as to ensure retirement and intergenerational wealth transfer become a satisfied reality. The planning process is the backbone of all future tailored investment advice.
Michael graduated from York University with a degree in Economics, beginning his financial consulting career in 1994 with Midland Walwyn. His experience in wealth management grew as he progressed through roles at Merrill Lynch, ScotiaMcLeod and Macquarie Private Wealth before transitioning his team to RBC Dominion Securities in 2014.
