Michael has been providing comprehensive wealth advice and solutions to individuals, families and small business owners since 1996. He began his career after graduating with a Bachelor of Commerce from Saint Mary’s University.
Passionate about providing exceptional service and customized wealth solutions, Michael works closely with clients to create highly-tailored personalized wealth plans to grow and protect their wealth. A consummate planner by nature, he holds a Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®) and Financial Management Advisor (FMA) designations. As a Portfolio Manager, Michael is qualified to offer discretionary portfolio management, which frees his clients from the pressures of making investment decisions, delivers added oversight and offers several other benefits.
Outside the office, Michael enjoys most social and athletic activities and supports several charitable organizations, usually chosen to honour his clients’ passions, life events or charitable involvements – notably the Rotary Club, SHAID Animal Shelter and local health services.