The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Michael Holland, MBA, CIM, CFP

Financial Planning Advisor

I am responsible for overseeing the investments and wealth planning needs for individuals, couples and families. I believe in an established, proven, conservative and disciplined approach to wealth management. My strong organizational skills and keen attention to detail ensure comprehensive and effective financial advice is provided for my clients. I believe that having a disciplined and consistent strategy coupled with an ability to understand your needs will help ensure that your wealth is preserved and that your financial goals are achieved.     

I hold an MBA - Master of Business Administration in Finance from Niagara University and have earned my Chartered Investment Manager (CIM) and Personal Financial Planner (PFP) designations from the Canadian Securities Institute. 

A native of Niagara Falls, l moved to Muskoka in 2008 with my wife Dina, and we have two children, Ethan and Ella.

Recent Posts

2022 Multi-Asset Outlook

Dec 24, 2021

Alfred Lam shares his multi-asset outlook for the coming year and what the impact could be to investors’ portfolios....

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RRIF, meet JLTD

Dec 15, 2021

If assets remain in a Registered Retirement Income Fund (RRIF), the estate may owe tax equal to about half the value. But a couple can offset the tax with a strategy you may not know about....

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Prepare for the unexpected

Dec 15, 2021

The pandemic taught us that anything can happen at any time. We’ve got several solutions you can put in place in advance to manage unexpected situations that may arise....

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Michael Holland MBA, CIM, CFP

Financial Planning Advisor

Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

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Office Address

384 West Street North Suite 1
Orillia, Ontario
L3V 5E6 Canada