Mike has over 25 years of experience in investment management, tax and estate planning for private clients. In addition, Mike has routinely provided advice to foundations, charities and Aboriginal groups in the area of investment and funding policy construction. His experience both as a senior specialist in this space and volunteer on numerous boards/committees allows his clients to benefit from best practices of some of the most respected organizations in the country. This experience has provided opportunities to present at several educational and industry events across Canada.
He holds the CFA and Canadian Investment Manager (CIM) designations, along with several courses in trust, estate and wealth management.