For more than 20 years, Mike has been working in the financial services industry. He began his career with a leading Canadian-based international insurance company where after several years, he welcomed the additional responsibilities of training and mentoring new advisors. Mike's training and mentoring expertise continued throughout his career with one of Canada's premier personal financial service companies that was headquartered in Winnipeg, Manitoba. Mike became a licensed insurance advisor in 1991 while obtaining his mutual funds registration in 1991. July 2001, he relocated to Vancouver Island where he continued to serve clients and train and mentor new advisors. In 2002 he was awarded his certificate in Financial Planning by the Canadian Association of Insurance and Financial Advisors and completed the Investment Funds Institute of Canada's Branch Manager course. In 2010, Mike relocated his office to the lower mainland and shifted his focus to concentrate on serving his growing number of client's needs in the Fraser Valley and Tri-City areas. Being committed to continuing education, he is currently pursuing his CHS (Certified Health Specialist) designation and is a member of Advocis. By working with a network of highly skilled professionals, Mike is dedicated to providing high-quality advice and to creating simple and straightforward wealth management and protection strategies for his clients.
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.