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.
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