Who we help

"They provide the clarity, confidence, and expertise today’s business owners and highly affluent families can depend on."

– David Agnew, CEO, RBC Wealth Management Canada

Micheal and his team exemplify what it means to bring the best of RBC to their clients. With experience and a proven record of navigating challenging market cycles, they provide the clarity, confidence, and expertise today’s business owners, and highly affluent families can depend on. Blending world-class investment management, comprehensive wealth advice and exceptional service, Micheal and his team ensure that every aspect of a client’s financial life is thoughtfully managed. In choosing them, you will benefit from their ability to help you achieve your most ambitious goals.

“Driven, knowledgeable and passionate and have made navigating the world of finance and investments easy.”

– Matt and Emilie, Early Employee/Owner of Hyper Growth Technology Start-up

As a couple with essentially no investment or finance experience and working through some changes when our ownership in a private technology company went public, we’ve really appreciated how helpful and down-to-earth Michael and his team have been throughout the process.

They're driven, knowledgeable and passionate and have made navigating the world of finance and investments easy for our young family.

“They make me feel confident that I have the right advice as I continue my journey.”

– Tony Lourakis, CEO and Founder of Fleet Complete | 2 x E&Y Entrepreneur of the Year Award (Technology)

Over years I have built a deep and trusting relationship with Michael. He invests significant time to understand my personal and business needs and how they might influence and impact our comprehensive wealth management and investment strategy. His team works seamlessly with my other professional advisors and together, they make me feel confident that I have the right advice as I continue my journey.

“Michael and his network, both internal and external to RBC, have been a one-stop shop for me across all my personal and business needs.”

– Suzie Yorke, CEO and Founder of The Good Fat Co. | Canada's Top 100 Most Powerful Women Award 2019, RBC Women Entrepreneur Awards (Ones to Watch) 2020

The reason that I started to work with Michael quite frankly is because the first thing he did was go out of his way to solve a problem I was having. It was financial, and had little to do with what Michael does on a day to day basis but he took the time to make something right. From that point on, Michael and his network, both internal and external to RBC, have been a one-stop shop for me across all of my personal and business needs covering financial planning, investments, insurance, capital markets advisory, estate planning and other related matters.

The rocket ship growth of Good Fat Co. has highlighted how important it is to work with effective people, and the fact that I can also have a wonderful relationship with a great human being in Michael has been a fantastic experience.

“We have trusted Michael and his team to take care of our financial future and ultimately the well-being of our children and generations to come.”

— Brian and Jacqueline

It is one of the most important relationships we have. And having known Michael for decades, we are thrilled to have him as both our close friend and Advisor.

"Michael brings a deep understanding of our family’s evolving goals, making his guidance consistently relevant, timely, and personal."

— Tyler and Auriol

It is can be incredibly daunting to figure out if and when your family needs a certain financial plan or product. Are you wasting your time on something you don’t need or possibly missing an enormous one-time opportunity? We are incredibly thankful that for the last 10 years Michael has been such a thoughtful and forward-looking financial advisor and friend.

From the get go, Michael took the time to both understand our personal situation and ensure that we were both educated and comfortable with his proposed plans and priorities. At every step, Michael connected us with his network of trusted advisors across RBC, insurance, and legal. The thoughtful planning we undertook years in advance had a big impact for our family when it came time to sell Tyler’s company.

We’ve also found immense value in working with Michael for so many years. His experience navigating complex financial markets and understanding client priorities at every life stage is exceptional. What truly sets him apart, though, is his commitment to building meaningful relationships. Michael brings a deep understanding of our family’s evolving goals, making his guidance consistently relevant, timely, and personal.