Working in the financial industry since 2006, Mike is dedicated to assisting his clients in meeting their financial needs. He uses a hands-on approach when working with clients, meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives throughout changing personal and market conditions.
Specializing in quality investments, he works with clients to design investment portfolios to meet their individual needs. Mike offers a comprehensive array of investment alternatives tailored to the needs of each individual investor. As an Insurance Agent, Mike takes pride in offering access to a wide array of insurance and annuity products and solutions that address his clients’ specific needs.
Mike is fully licensed in both British Columbia and Alberta.
Mike is a lifelong Cowichan Valley resident and takes pride in community involvement. He volunteers his free time coaching competitive and recreational minor hockey & baseball. When he is not working with clients, he enjoys the outdoors and spending time with his wife, Brandee, and his two sons, Brayden and Nolan.
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.
