For almost 20 years, I have been helping individuals and families achieve their financial and lifestyle goals. Working with a network of highly skilled professionals, I’m dedicated to providing high-quality, customized advice and integrated wealth management solutions that simplify and enhance the quality of my clients' lives.
Among the greatest strengths I bring to my client relationships are my knowledge, integrity, commitment to exceptional service and my ability to help my clients see the big picture and explain concepts in easy-to-understand language.
As a strong contributor to the community, I coach minor sports and help mentor aspiring coaches. I am avid golfer and enjoy cooking. If you would like to learn more about me, and how my office can help you achieve your goals, or if you have any questions about financial and life management, please call 905.415.0455, email me at: email@example.com or even book an appointment online at: www.calendly.com/mchersey
The Case for Equities
Sep 29, 2021
Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....Read more
Borrowing to invest
Sep 09, 2021
Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....Read more
Lesser-known ways to profit and save
Sep 09, 2021
Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....Read more
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