Experience the Assante Advantage

Mike has over 20 years of experience in the Financial Services industry. As a Wealth Advisor, Mike is committed to providing on-going exceptional service, knowing his success is dependent on his client’s success. His key focus is to develop and maintain long-lasting relationships built on trust, honesty and integrity, and to always place the client’s best interests first.

He has been interviewed and quoted on multiple occasions including the Wealth Professional magazine, CreditCards.com, AMI Audio, and Global News. He was selected by the FP Canada to be a National Exam Scorer for the Certified Financial Planner exam and has participated as a Test Writer on multiple occasions to help improve the content of future exams.

Credentials:  Canadian Investment Funds Course - IFIC (2020), Advanced Retirement Management Strategies (2013), Advanced Estate Planning and Trust Strategies (2012), Life License Qualification Program(2011], Certified Financial Planner (CFP) exam (2008), Personal Financial  Planning Course (2008), Conduct & Practices Handbook (2006), Canadian Securities Course(2006),  Series 6 course and was licensed with FINRA (2003-2011), Canadian Investment Funds Course (2001), Life Insurance License – Level I (2000)

Credentials in Progress: Chartered Investment Manager (CIM) designation

Christian returned to our firm in 2021 after spending two years in a lead financial planning role with another Assante office. Christian rejoins us as a skilled Financial Planner, having attained his CFP^® designation with the second-highest score in Canada on his exam. With his thirst for knowledge and natural ability to keep up with technology, we are excited to have Christian join our practice as a partner.

Credentials: Certified Financial Planner^® – FP Canada (2022), Life & Disability Insurance Licensed - FSRA (2019), Canadian Investment Funds Course (2018), Honours Bachelor of Commerce (Management), Sprott School of Business, Carleton University (2017)