Senior Financial Advisor
Mike's objective is to help his clients achieve their goals by providing well thought out advice and service. This has led to long-term relationships and satisfied clients.
Because each client is unique, Mike takes the time to understand each one's needs, concerns and dreams, then carefully tailors advice specifically for them - monitoring each client's progress and circumstances, making adjustments as needed.
Mike offers a thorough understanding of investment products and portfolio design, a seasoned perspective, and the commitment and expertise to serve the most discerning investor.
Mike was born and raised in the Kitchener/Waterloo area, graduating from the University of Waterloo in 1996. He has been married for over ten years to his beautiful wife, Cheri. They have two children, Tyler and Laina. Mike has a great sense of humor and likes to have fun! Special interests include camping, travelling, reading and cheering on his favorite NFL and NHL teams. GO BILLS and GO LEAFS!
Will Higher Inflation Lead to Higher Returns?
Nov 15, 2021
What impact will higher inflation have on investment returns? Alfred Lam and Marchello Holditch break down the current economic factors to find out....Read more
Energy Gridlock: The Sign of Economic Slowdown?
Oct 27, 2021
Global energy issues have caught investors’ attention over the past month. Find out how we got here and whether the shortages are the sign of a broader economic slowdown....Read more
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