Michael Martin, MBA, CFA

Investment Advisor

403-266-9655 | Email me
403-299-7100
1-800-310-6484

Since 2001, Michael has helped numerous corporate and retail clients achieve their financial goals. Through his wealth management group and prior experience working on global equity financings and mergers and acquisition assignments as an Investment Banker with RBC Capital Markets, Michael has a thorough understanding of financial markets and a distinguished professional skill-set. Michael also obtained an MBA from the Rotman School of Management at the University of Toronto.

Michael strongly believes that establishing a high degree of trust with clients is the first step in a successful long-term relationship. “As a trusted advisor,” he says, “I owe a fiduciary duty to my clients. The transparency of my services is very important to me.” Furthermore, identifying opportunities to educate his clients is also a high priority for Michael. “I encourage my clients to understand and take ownership of the financial priorities that we establish. In my opinion, any strategy is deficient if the client does not understand it.”

Michael lives in Calgary with his wife, Christie. He is active in the local community, volunteering his time to charities and local causes.

John Simes, LLB

Will and Estate Consultant

John provides information on structuring estates in an efficient and tax-effective manner. He can provide a report outlining individual client estate planning issues for exploration in further detail. Prior to joining RBC Dominion Securities John worked with a prominent national law firm and a large trust company where he gained extensive experience in estate administration, Wills, trusts, Powers of Attorney and personal directives. John is a member of The Law Society of Alberta and the Canadian Bar Association.
 

Mike Macoun, CLU, RHU

Insurance Specialist

Mike employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance products that will help them achieve their wealth management objectives. He has access to insurance solutions from the top-ranked insurance providers in Canada. He has acquired the Chartered Life Underwriter and Registered Health Underwriter designations and been in the insurance business since 1988