About Mike

As a Senior Investment Counsellor & Portfolio Manager at BMO Private Investment Counsel Inc., I offer professional investment management expertise and advice to help retirees, professionals, business owners, institutions, and their families streamline & simplify their wealth management needs.

I focus on obtaining an in-depth understanding of your unique wealth goals, following which, with the help of my passionate, experienced team of wealth management professionals, we create a customized, investment strategy that can adapt to external conditions and personal transitions. Our clients benefit from a holistic view of their wealth objectives, covering cashflow, tax efficiency, estate planning, insurance, and business succession goals.

Through a disciplined, wealth-plan-based approach, my clients feel empowered when making those all-important, potentially life altering, important decisions. I firmly believe, ensuring my client’s finances remain on track to achieve their life goals, is the ultimate benchmark of true success. Thankfully our firm, BMO Private Investment Counsel Inc. – is one of Canada’s oldest and largest serving investment counselling firms – managing north of $40 billion in assets, thus offering a vast depth of critical resources for my clients. 
  
As a client of mine, I will serve as your dedicated Investment Counsellor, backed by our award-winning investment platform. We solely offer discretionary investment management services, backed by our institutionalized decision making process, to ensure you benefit from the platinum standard in our wealth management industry.