Mike is an accredited Investment Advisor and award-winning Financial Planner operating a wealth preservation practice with offices in Kerrisdale and down town Vancouver. With clients across Canada, and backed by the global RBC Financial Group brand, Mike’s wealth management team serves affluent retirees, accomplished business owners and incorporated professionals. In addition to disciplined investment management and customized solutions, many of Mike’s clients wish to have their investment trusts, foundations and charitable giving programs professionally managed.
Originally from Montreal, born and raised, Mike graduated from McGill University completing a Bachelor of Science degree in Chemistry. He then worked over decade with the RCMP as an investigator in various capacities. Driven to make a difference in people’s lives, Mike later followed his real passion and pursued a career in the financial sector. Building on his financial investigation experience, devoting 14 years in both the public and private space, and now with the RBC Financial Group brand behind him, Mike developed a stellar reputation as an advisor. It’s one of trust, integrity and professionalism that has been recognized not only by his clients but by his peers alike. His decade long career in the RCMP investigating money laundering and stock market manipulation has made him an exceptionally well rounded advisor, gaining valuable experience on what goes on behind the scenes in the investment arena.
Mike has always been a strong advocate of continuing education and has demonstrated that drive by completing the Fellow of the Canadian Securities Institute (“FCSI”), the highest level of recognition one could attain in the investment industry. Other accomplishments include obtaining his Executive MBA from Royal Roads University and the Certified Financial Planning (“CFP”) accreditation from the Financial Planning Standards Council.
Mike's commitment and hard work in the industry finally earned him the Chartered Investment Management (“CIM”) designation. The CIM is an educational training requirement necessary to become a recognized portfolio manager in Canada and offer discretionary portfolio management services to clients in North America.
Away from the office Mike enjoys spending time with his wife, whether at home or travelling. Preferred destinations always involve white sand and turquoise waters. When in town they take advantage of everything beautiful Vancouver has to offer. And when not out, they love to host and entertain friends in their Vancouver home.
An avid long distance cyclist, don’t be surprised to see Mike cycling the streets of Vancouver or road biking up Cypress mountain. Mike has participated in over 20 cycling events in the last six years and routinely cycles to and from work doing his part to be green and stay fit.
Mike recently returned to some of his roots and got rehired with the RCMP as a reserve member. He helps mentor junior officers and provides support on complex financial crimes.
Inspired by his late mother, Mike is a longtime supporter of the BC Cancer Foundation having helped raised thousands of dollars while cycling from Vancouver to Seattle.