Michelle has over 30 years of experience in wealth management and has been successfully managing investment portfolios over this time. Michelle is a Portfolio Manager, Discretionary Manager, and a Fiduciary. She specializes in the creation of personalized investment portfolios and financial plans. Highly skilled in a diverse range of wealth management services, Michelle offers expertise in estate planning, business succession, retirement planning, insurance, as well as philanthropic planning. She has a genuine passion for investment management and helping her clients achieve their financial goals.
Michelle is a graduate of Acadia University with a BBA. She holds her Chartered Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI), and Professional Financial Planning (PFP) designations. She is options and insurance licensed and a lifelong learner who believe in education as a tool for success.
Michelle was born and raised in Windsor, Ontario and has a large extended family. She currently resides in Simcoe County and is an active member of her community. She loves to ski in the winters, boat on Georgian Bay, and golf in the summers. Michelle’s biggest achievement is being the proud mother of her two wonderful sons who are both commercial pilots.
