Mike brings over 21 years of experience to his role as a Wealth Advisor and Portfolio Manager. He is dedicated to leading a talented, collaborative team that specializes in delivering integrated wealth management solutions for entrepreneurs, affluent families, and professionals. Mike provides strategic direction and insight to the team and oversees the coordination and execution of the full wealth management process.
Working closely with clients and their professional partners, Mike develops comprehensive, customized wealth plans tailored to each client’s unique goals and circumstances. As a trusted advisor, he prioritizes building strong relationships and gaining a deep understanding of client objectives to help guide their most important financial decisions. With a passion for product research and market analysis, Mike constructs discretionary, model-based portfolios designed with a strong focus on prudent and effective risk management.
Mike is a graduate of the Northern Alberta Institute of Technology (NAIT) and holds both the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations. Outside of his professional life, Mike enjoys spending time with his wife, Sara, their son, Logan, and daughter, Hannah. Whether at the hockey rink, on the golf course, or exploring the outdoors, the whole family can usually be found enjoying an active lifestyle together.