What I Do For You
My focus is to make you and your family aware of the financial options you have, to maximize how much of your wealth is available to you and put you more in control of how your legacy gets passed to the next generation.
I specialize in identifying tax and estate planning opportunities which often include: the timing of receiving different types of income, tax deferral, maximizing government tax credits, trusts, estate freezes and insurance.
I am a firm believer that financial planning and investment planning must go hand in hand to create holistic wealth management, which is unique to every person.
Credentials and Education
I have spent most of my 9+ years in the industry working with a national bank firm helping high net worth clients with their insurance and estate planning needs. I more recently came from a life insurance company working with financial advisors providing expertise in insurance. I graduated with a commerce degree from McMaster University and have since become a Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU). I am now completing my Trust and Estate Practitioner (TEP) designation.
Personal and Community
My wife Stacey and I are expecting our first child. Outside of work I enjoy golfing, cycling, attending sporting events and spending time with friends and family. I previously spent 12 seasons refereeing competitive ice hockey across Canada and internationally.
(416) 350-2385
Contact Mike
