Mike Winters, CFP®, TEP
Senior Financial Planner
I began my career in the financial industry with Scotiabank in 2002. I started working with Vancouver Financial Planning Consultants Inc in 2004 to pursue a career in wealth planning, earning my CFP designation in 2006. I work as a wealth advisor with Lorea DeClercq and Laurie Winters. The team has two associates: Hitesh Morar and Megan Garson.
As wealth advisors, we seek to understand the things in life that are important to you. We then translate those goals, opportunities and concerns into a financial plan. We understand your needs are unique, and we use a comprehensive and integrated approach to managing your wealth - however "wealth" may be defined to you. Above all else, we strive to empower you with the knowledge to make informed decisions.
"My goal is to build a long-term relationship that helps you achieve financial independence, navigating you through both challenges and opportunities as they arise throughout life."
I live in Tsawwassen with my wife Beth and our son Owen. In our spare time, we enjoy travelling, camping, canoeing and skiing.