Senior Wealth Advisor
Oakville office: (416) 904-7123
Michael brings over 25 years experience in helping clients make smart decisions with their money by using a tried and true money management process combined with a proven discipline of sound investment and risk management principles. By using this approach, Michael helps clients achieve greater financial clarity and better outcomes sooner.
Prior to joining TriDelta, Michael has worked at some of the largest financial institutions in Canada providing investment advice and financial planning solutions, specializing in providing multi-generational advice to small business owners and a select group of medical professionals.
Michael has lectured across Canada at provincial dental conventions, regional dental society meetings and to students at various dental schools. Michael has also written articles which have appeared in many of the provincial dental journals across Canada. In 2014, Michael was ranked by Wealth Professional Magazine as one of the top 50 Financial Advisors in Canada.
Michael’s commitment to education and ethics has resulted in earning the Certified Financial Planner Designation (CFP®) as well as earning the prestigious Fellow of the Canadian Securities Institute (FCSI®) designation. The FCSI is the highest honour and most senior credential in Canadian financial services.
Michael also believes in a strong commitment to service excellence and that providing solutions are more important than selling a product. Recommendations are always based on a specific client need and that true Wealth Planning goes beyond investment recommendations.
Michael is also a resident of Milton with his wife and teenage son and when he is not with his family or with clients, you will most likely find him in either in his garage workshop pursuing his passion of woodworking or on the streets of Milton out for his daily run.
Call Michael today at (416) 904-7123 or email at firstname.lastname@example.org for a consultation.