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What inspires us to roll up our sleeves? Knowing that we might be the only people who can do what we do for our clients. We specialize in advising highly-affluent families, business owners, and entrepreneurs who are ready to graduate from their current source of advice.
– 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.
– 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.
– 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.
— 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.
We’re a destination practice, while the firm behind us is recognized as among the finest in the world.
We’re constantly finding new ways to be extremely helpful for our clients, going above and beyond to find answers and solutions.
Our service is proactive. Every client deserves to know exactly where they are headed after every interaction.