Michael has over 20 years of investments, capital markets and financial services experience. He has held senior positions at global investment banks, accounting firms and private sector companies, and he has extensive experience in working with high net worth families, senior executives, business owners and corporations.
Michael works with his clients to introduce comprehensive wealth management strategies and provide customized solutions in the areas of financial/retirement planning, estate planning, insurance, investment management and tax strategies. As a portfolio manager, Michael takes an active approach to portfolio management and focuses his clients on protecting them against downward swings and on holding high quality investments. Michael works closely with CFOs and Treasurers of some of the largest and widely known public companies, private corporations, governments and charitable organizations in helping them to maximize the rates on their cash deposits. Michael’s team has the ability to source the best rates on GICs, money markets and other fixed income products from over 35 financial institutions.
Michael holds a Bachelor of Commerce (B.COM) degree from McMaster University; a Masters of Business Administration (MBA) degree from Queen's University; a Chartered Professional Accountant (CPA) designation; a Certified Management Accountant (CMA) designation; and a Chartered Investment Manager (CIM®) designation. He has completed the Series 7 and Series 66 exams, enabling his team to deal with US residents as well as Canadians with IRAs.
Michael spends the majority of his free time working with charities and non-profit organizations around the world. Each year he travels to India and spends time working with orphanages and people with disabilities and provides various support to such organizations. Michael is a big supporter of children born with cleft lip and palate. He is the chief executive officer of the Cleft Prevention International Foundation, an organization aimed at educating women and families around the world to decrease the prevalence of cleft lip and palate anomalies by implementing cleft prevention programs through education and research. Michael also serves on the family services committee at the American Cleft Palate-Craniofacial Association to help provide resources and support to children and families affected by cleft and craniofacial conditions. He has a big passion of giving back and mentoring students and children, and is also an advocate of mindfulness and meditation.
The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.