Mike brings over 30 years of financial service experience to his role, and helps clients gain peace of mind and stability over all elements of their financial affairs.
Our team creates customized client portfolios using a financial planning process that addresses not only today's markets, but also addresses whatever might come next, both in markets and life events (weddings, births, inheritances, estate matters etc).
Early in his career Mike earned the Chartered Accountant designation, and worked in Canada and Australia mainly in the area of Tax. In 2000 Mike began to focus all his efforts on Investments and financial planning, and in 2005 became part of RBC Phillips, Hager & North Investment Counsel and soon after obtained his CFA designation.
Working out of the Calgary office, most of Mike’s work is in Alberta and B.C. serving high-net-worth families, however he also enjoys serving a handful of notable entities in the not-for-profit sector, including charities and foundations.
Mike balances his client-service with time spent with family and friends, and is often found hiking, golfing or travelling with his spouse Corinne and his two adult children.
