In addition to his role as Senior Financial Planner and partner at Strong Private Wealth, Michael also leads the selection and execution of investments in client portfolios as one of our Portfolio Managers. His analytical ability has significantly contributed to the success and prosperity of our clients’ portfolios.
After earning a bachelor’s degree specializing in Finance and Administration from the University of Western Ontario, he began his career in the private debt sector. There, he worked for one of the world’s leading firms, servicing small to medium-sized businesses across Canada. With over a decade of experience, he leverages his extensive knowledge to ensure our clients achieve the best possible financial outcomes, understanding that strong financial health can positively impact other areas of our clients' lives.
Michael holds a range of professional accreditations, including Certified Financial Planner™ (CFP®), Chartered Investment Manager (CIM), Certified International Wealth Manager (CIWM), Portfolio Managers Designation (PMD), and Fellow of the Canadian Securities Institute (FCSI). He has also earned certificates in Estate Planning & Trust Strategy, Retirement Strategy, and Advanced Investment Advice from the Canadian Securities Institute. Additionally, he is licensed to sell insurance and to trade options and other market derivatives.
Licensed in both Canada and the United States, Michael's expertise has enabled our clients to implement cross-border investment strategies seamlessly, tailoring to each client's unique situation. Acting as a fiduciary, he is unwaveringly committed to prioritizing our clients’ best interests.
Residing in Burlington, Ontario, Michael shares in our continued passion for helping our Canadian and American clients Live a Life Well Invested®
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.
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Raymond James (USA) Ltd. All rights reserved.
Raymond James (USA) Ltd. advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this website.
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