Michael has the expertise to resolve clients’ unique challenges, and delivers his services at the highest level of professional quality. He develops comprehensive financial plans to help his clients achieve their long-term goals, covering the investment, insurance, tax-efficient and estate planning aspects of their individual situations.
Michael has the Canadian Investment Manager (CIM) designation, a portfolio management qualification with a Canadian focus, and the Fellow of the Canadian Securities Institute (FCSI) designation.
Recognized as the highest honour in the financial services industry, the FCSI is reserved for financial services professionals who have met the most exacting standards for industry experience, advanced education and solid endorsement from their peers and superiors.
Michael began his career in the financial services industry in 1992. He is a frequent guest on BNN Market Call, where he takes viewer emails and calls in a live format, and has been featured in The Globe and Mail Report on Business.