Mickey provides clients with customized wealth management solutions focused on financial planning, diligent analysis and unwavering investment discipline. His approach with clients provides a clear roadmap for their future by addressing the unique aspects of their financial situation. Understanding his client’s financial goals and providing a roadmap to get there brings his client’s peace of mind.
Mickey, a Chartered Accountant (CA, CPA), held numerous roles at PricewaterhouseCoopers LLP, before joining Veritas Investment Research as Vice President of Business Development. Veritas is one of Canada's most recognized independent research firms, utilizing a forensic accounting-based approach to find the opportunities and risks presented in equities. Mickey was responsible for presenting suitable investment ideas and research to pension funds, asset managers, family offices and investment advisors. He brings this disciplined background to his investment decisions.
Mickey holds a Masters of Management and Professional Accounting (MMPA) degree from the University of Toronto and a Bachelor of Commerce degree from Dalhousie University.
In his free time, Mickey enjoys hockey, golf and fishing and trying new restaurants with his friends and family.