Confidentiality, Trust and Integrity are the cornerstones of my practice. With the strength and backing of RBC, Canada’s leading and most respected financial services firm, I have a team of professionals to handle any financial situation.

Wealth management is a comprehensive ongoing approach to achieving financial and life goals. It extends beyond investment advice and money management by encompassing lifestyle protection, retirement planning, intergenerational wealth transfer and legacy creation. Wealth management provides the confidence to make sound financial decisions plus the freedom to live life as envisioned. It also provides a clear roadmap for the future by addressing all financial aspects at each life stage.

I draw upon the knowledge and experience from more than 23 years as an Investment Advisor to provide sound money management advice to clients. My team has the breadth of experience, expertise and credentials to develop and execute wealth management solutions.

Our services are designed for clients who have reached the stage where their financial affairs have become increasingly complex and require professional assistance managing their investment assets or simply want to devote more time to other interests and responsibilities. Our clients include:

  • Retirees requiring innovative strategies to maximize their after-tax retirement income while protecting their financial security
  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
  • Busy executives and professionals looking to free their time to focus on personal and career goals
  • Successful business owners and self-employed professionals who require assistance help managing personal and business assets
  • Pre-retirees who want to make the most of their retirement savings as they approach retirement
  • Philanthropists looking for creative ways to enhance their legacy to chosen charities
  • Non-profit organizations requiring assistance managing investment assets according to specific guidelines

Now is the time to take a fresh look at your portfolio and revisit your financial goals. A healthy life not only includes physical health; it also includes financial health.

To book an appointment, please see my contact information below.

With over 23 years of financial experience, Mike provides a team approach for each of his clients. Whether you need banking, mortgage representation, will and estate planning, our team of experts has been handpicked to help serve your needs.

Having years of experience in banking, finance and investments, Mike can recognize areas of your financial picture that require attention. Whether it is tax planning and/or risk management, we will work with you to implement an efficient financial plan.

Now is the time to take a fresh look at your portfolio and revisit your financial goals. A healthy life not only includes physical health; it also includes financial health. To book an appointment, please see my contact information below.

We’re here to help… Who can we help?

  • Pre-Retirees who want to make the most of their retirement savings as they approach retirement and retirees requiring innovative strategies to maximize their after- tax retirement income, while protecting their financial security.
  • Well- established families seeking professional guidance transferring wealth to the next generation in a tax efficient manner.
  • Professionals such as lawyers, accountants, luxury real estate specialists, private bankers and account managers who may require assistance with their personal assets as well as a trusted partner to service shared clients.
  • Senior Executives looking to enhance their retirement savings beyond normal pension limits, diversify exposure to their company stock, and co-ordinate multi- faceted financial affairs.
  • Incorporated Professionals such as doctors, dentists, veterinarians and pharmacists who may need a greater range of wealth management options and can benefit from enhanced retirement benefits available to them.
  • Owner/managers who need help managing their personal and business assets, preparing for their upcoming business succession, converting business assets into personal assets tax efficiently and potentially equalizing their estate.
  • Charitable foundations, non- profit organizations and Condo reserve funds requiring investment management according to specific guidelines.