You only get one retirement.

Make it a great one.

You only get

one retirement.

Make it a great one.

You only get one retirement.

Make it a great one.

You only get

one retirement.

Make it a great one.

CORPORATE PLANNING

PERSONAL PLANNING

FIDUCIARY COMMITMENT

Our team takes a personalized approach to develop a plan tailored to you, your needs and the objectives you have in mind.

For years, we’ve helped clients just like you plan and prepare for a successful retirement by empowering them to make sound financial decisions.

With a fiduciary promise to do only what’s best for you, you can expect an experience that puts you at the forefront of our relationship.

CORPORATE PLANNING

Our team takes a personalized approach to develop a portfolio tailored to you, your needs and the objectives you have in mind.

PERSONAL PLANNING

For years, we’ve helped clients just like you prepare for a successful retirement by empowering them to make sound financial decisions.

FIDUCIARY COMMITMENT

With a fiduciary promise to do what’s best for you, you can expect an experience that puts you at the forefront of our relationship.

SUCCESS STORIES

From the beginning, I was impressed with Michael's approach. He took the time out to get to know me and my wife and was able to work with us around our busy schedule. He reviewed what policies and investments I had in the past, and was honest enough, to inform me of what was worth keeping and what I should change, even if it meant no reward for himself.

Where Michael differs from other advisors, is that he takes all of the pieces of his client's financial and insurance puzzle and streamlines them to create a synergistic effect that most efficiently gets his client's goals met. He truly is amazing at what he does.

Dr. Davinder S. Dhamrait, B.Sc., D.S.

I first met Mike in 2009 while he was working as a financial advisor for a large organization. I kept in touch with Mike as he set up his own Financial Advisory service. Since then, Mike has been instrumental in helping me and my family achieve our financial goals.

Mike continually looks for innovative investment products that he proposes to me with no pressure. He continually monitors my investments, and we meet at least once per year to review my financial situation to ensure we are on track.

I always appreciate Mike’s personable and frank discussions about investment strategies and ways to help me with my own consultancy company. Mike is truly on my side!

Jaret Capp

Michael has been my financial advisor for over 4 years now. Up until I was introduced to Michael, my RRSP's were managed by the institution I banked with. Year after year I watched as my portfolio did not perform as expected. I became concerned if I would be in a place to retire comfortably.

When I met Michael, he was able to show me what was available and educated me on the different options for my retirement funds. I'll have to admit I was skeptical at first, as I had heard this all before. Today I can say I am very pleased with my returns and the continuous communication I received from him.

I continue to look forward to my yearly review, and it is nice to have peace of mind that my portfolio is monitored regularly.I have referred him to friends and family and will continue to do so with confidence. Thank you Michael for your patience and service.

Doris Giesbrecht

From the beginning, I was impressed with Michael's approach. He took the time out to get to know me and my wife and was able to work with us around our busy schedule. He reviewed what policies and investments I had in the past, and was honest enough, to inform me of what was worth keeping and what I should change, even if it meant no reward for himself.

Where Michael differs from other advisors, is that he takes all of the pieces of his client's financial and insurance puzzle and streamlines them to create a synergistic effect that most efficiently gets his client's goals met. He truly is amazing at what he does.

Dr. Davinder S. Dhamrait, B.Sc., D.S.

I first met Mike in 2009 while he was working as a financial advisor for a large organization. I kept in touch with Mike as he set up his own Financial Advisory service. Since then, Mike has been instrumental in helping me and my family achieve our financial goals.

Mike continually looks for innovative investment products that he proposes to me with no pressure. He continually monitors my investments, and we meet at least once per year to review my financial situation to ensure we are on track.

I always appreciate Mike’s personable and frank discussions about investment strategies and ways to help me with my own consultancy company. Mike is truly on my side!

Jaret Capp

Michael has been my financial advisor for over 4 years now. Up until I was introduced to Michael, my RRSP's were managed by the institution I banked with. Year after year I watched as my portfolio did not perform as expected. I became concerned if I would be in a place to retire comfortably.

When I met Michael, he was able to show me what was available and educated me on the different options for my retirement funds. I'll have to admit I was skeptical at first, as I had heard this all before. Today I can say I am very pleased with my returns and the continuous communication I received from him.

I continue to look forward to my yearly review, and it is nice to have peace of mind that my portfolio is monitored regularly.I have referred him to friends and family and will continue to do so with confidence. Thank you Michael for your patience and service.

Doris Giesbrecht