Mike has been in wealth management since 2009, spending the last decade as a Senior Financial Planner with one of Canada’s leading Financial Planning and Wealth Management firms. He brings a wealth of experience in investment management, retirement and estate planning, risk management and tax strategies. Mike’s commitment to continuous education, as well as completion of required qualifications, has earned him the Certified Financial Planner® designation conferred by the Financial Planning Standards Council.
Additionally, he is a CIM® charter holder which reflects his deep understanding of advanced money management strategies for Canadian investors, institutional investors and high-net-worth clients. Everything he does is bound by a strict code of ethics – always ‘client first’.
Mike takes time to get to discover his clients’ goals and circumstances, and builds a detailed financial roadmap to ensure they are on track for success. He will provide tailored solutions to fulfil these plans, drawing from a full range of world-class solutions. Investment management options include, but are not limited to: equities, fixed-income securities, ETFs, funds and other alternatives that fit into your strategy. Complementing the investment management is a deep dive, thorough financial analysis to ensure that the proper tax, insurance, Will and estate, and business succession strategies are implemented as necessary.
Frequent communication is key to ensuring the investment portfolio is aligned to your evolving goals, and that you are confident in your strategy. He holds regular meetings with his clients to review progress and direction.
Married with two children, Mike is personally familiar with the benefits of financial and estate planning. Much of that knowledge also coming from direct experiences and stories of his clients. Away from the office, Mike enjoys spending time and traveling with his family, as well as cheering on the Toronto Raptors! Mike strongly believes in giving back and shares his time and expertise to charitable endeavors and financial literacy programs. He's a committed supporter of The Sick Kids Hospital, The United Way, CYC, and his Church.
