Michael is the lead visionary and strategist for clients and their families. He inspires clients to connect their money to the multiple destinations they want, including:

• Living comfortably now and in retirement without fear of outliving their wealth
• Providing legacies to family members and charities that matter to them
• Exploring investments off the beaten track

Once the client’s path is defined, Michael also supports clients to stay the course, and not give up when the journey becomes tough or to stop moving when the path appears too easy.

Michael is a son of an entrepreneur and he brings the lessons learned from a family business to inspire better decisions for clients and for their investments. Michael is Chair of Invest in Research at Princess Margaret Hospital Cancer Centre.

Craig is the lead on strategy implementation. As a Certified Financial Planner and Fellow of the Canadian Securities Institute, he has extensive experience with designing, constructing and implementing wealth management strategies that are custom designed to each client’s needs.

He proactively keeps clients on track to achieving their lifetime financial goals and counsels them on their choices along the way.

Craig is from a family of entrepreneurs and is active in his Greek community. He has a passion for fitness and devotes evening time to coaching minor league hockey.

Susan is our client service manager. She oversees the important details and documentation for clients and is the first call for day-to-day administration. Susan has an MBA in marketing from McMaster University and over 15 years of experience in marketing, research, consumer products and interior design.

She has the entrepreneurial spirit and ran her own interior decorating business, while serving on the board of the Toronto Chapter of the Canadian Decorators’ Association.