Michael Daudelin

Services include

• Travel insurance
• Life insurance
• Health and disability insurance
• Segregated funds
• Mutual funds
• RRSPs, TFSAs, RESPs
• Retirement planning
• Estate and Financial Planning Services
• Employee group benefits

Now more than ever it's essential to be smart with your money and have a dedicated advisor you can trust.

With more than 18 years in the financial industry, Mike has had the privilege of working with Clients from every walk of life, including those facing bankruptcy and individuals with net worth in the hundreds of millions. He has noticed over the years that financial stress has very little to do with how much money you currently have, but is rather tied to whether you have enough to achieve what you need and/or want. 

Why is Mike’s approach is different?

Mike’s goal with every Client is to help them eliminate financial stress from their lives, which in turn helps people live happier and healthier lives. Mike will challenge the way you currently perceive money, break down your needs vs. wants, and help create a financial plan that works for you. It’s all about figuring out what’s truly important to you and then helping you achieve it.

Different strokes for different folks!

Some people want to travel around in a vintage van, other want to play golf all day or spend all their time with their grandkids. Whatever your vision of the perfect life, Mike tailors plans around what matters to your most.

Life is short!

To achieve financial freedom, it's important to prioritize your needs and wants. The needs must be taken care of first before moving onto the wants. It’s crucial to also know when and where to bend the rules on this, so you can find a happy balance between enjoying the present without compromising the future.

Why work with Mike?

Mike has an extremely dynamic background that helps him understand a wide range of people.

Some interesting facts about Mike: His first introduction to investing was in Amazon.com in 1996 when he was 13 years old (unfortunately he sold the stock the following year). Mike has always challenged the status quo and questions everything until it logically makes sense. He has been skydiving twice, worked as a rescue diver in Santorini, and was a former member of Mensa.

Most importantly:

Mike is a dedicated husband and father. His philosophy is to have fun and live life as if this was your last day, but also plan for the future in case you live to be 100 years old. Financial freedom is not the amount of money you have, it's knowing how to apply it properly throughout your life.

Is Mike a good fit for you?

Mike believes that in order to truly help someone financially, it is extremely important for Clients and advisors to build a trusting and lasting relationship. He invites you to reach out and schedule a 15-minute preliminary chat.