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!
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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