My Story

 

Hello and thank you for taking time to explore your options in partnering with a Wealth Advisor at CIBC Wood Gundy.

 

My main focus is to my clients and their families. Each client is unique, and has their own individual needs, goals and dreams. That’s why having great client relationships is the most important part of my business. By getting to know you, and your family, I can accurately track and achieve your objectives, financial milestones and manage your risk level. This is the foundation to a customized financial plan, which is delivered to my clients on an ongoing basis.

 

My Background

 

I grew up as a young adult in rural Kemptville, Ontario. I knew I wanted a career that would allow me to expand my horizons, and work for a large corporation.

After studying abroad in England for a year, as part of my Commerce Degree at Carleton University, I was able to see the world through a broader lens. By immersing myself in European culture, backpacking from country to country, and playing University American Football, I learned many things about myself, and the world around me.

I began working in finance right out of school, and realized most people lacked basic financial and investing knowledge to make informed decisions and choices.

Throughout my travels, including living in South Korea, and Alberta, I continued to see this lack of knowledge resonate. People needed help.

My goal become singularly focused – to help Canadians achieve their long term financial goals, by empowering them with knowledge, and the tools, to be successful over the long term.

 

Why I'm Unique

 

Philosophy: I am a down to earth family man who understands the average Canadian.

 

My strength comes from my genuine ability to connect with my clients on a personal level. I am a husband, father of three girls, brother and a son. I pride myself on integrating my personal values into my work, and treat my clients like family. Too many Canadians are treated as a line on a spreadsheet when it comes to finance. I take personal responsibility to ensure no one falls through the cracks, and that every single one of my clients is well taken care of.

 

Process & integrated team

 

With a breadth of knowledge alongside an extended team of experts, I have helped hundreds of families manage and implement customized financial plans, and investment strategies that work alongside those plans, to provide long term wealth generation.

While a focus on portfolio returns is important, it is only one piece of the puzzle. Through the knowledge I possess through my CFP (Certified Financial Planning) Designation I am equipped to identify and implement the following strategies: tax efficiency, risk management, cash flow planning, portfolio management, estate planning, and wealth transition strategies. These strategies help ensure you don’t fall short of your short, and long-term goals.

 

Choosing a Wealth Advisor is an important decision and I want to ensure you feel confident, and receive a high level of care. I look forward to connecting with you and talking about if we are a good fit, and earning the right to be your trusted partner.

 

Sincerely,

 

Mike