About

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

With over 18 years experience in the financial industry, Mike has seen firsthand how important it is to enjoy life and not worry about money. Having a plan in place that is customized to your lifestyle, will allow you enjoy your money today, but help alleviate the unexpected problems that life throws our way. As a father of two daughters, Mike understands that money management isn’t just numbers on a page, it’s your your peace of mind. Mike's philosophy is to live your best life in the present as much as possible. None of us know how much time we have left. The trick to it all is to strategically find that financial balance between enjoying your life now, without sacrificing your quality of life down the road. 

Mike's approach is straightforward and simple. He won't always say the right words, but he always does the right thing. 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.

If your household income + investments is over 250K book an appointment for an initial discovery call to see if it's a good fit.