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!
On the Edge of Recession
Jan 25, 2023
Global economies are struggling to find equilibrium in the wake of the great re-opening. Will 2023 be the year of recovery or of recession? The answer may vary by country....Read more
Multi-Asset 2023 Year Ahead Outlook
Dec 22, 2022
Start the new year well-informed! Our 2023 Investment Outlook shares our forecasts for inflation, currencies, fixed income, and equity to help you navigate the year ahead....Read more
Should market conditions affect how you invest?
Dec 15, 2022
The conventional wisdom is for long-term investors to invest more money during bull markets and invest less money during bear markets. True or false?...Read more
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