Oshawa, ON
If you need personal experienced independent advise Mike and his team can help you. His honest, credible research has help investors starting out to retirement will make sure you reach your financial goals. With a millionaire mindset the strategy is focused on retention of your capital, steady regular returns and tax effectiveness.
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What do you love most about your job?
Client focused practice. Warren Buffet is my idol. Help others achieve their goals.
What inspired you to start your own business?
It took me some time to mature into the business. My bosses are my clients.
Why should our clients choose you?
I have been told that I am reliable, transparent and knowledgeable in my expertise.
Can you provide your services online or remotely? If so, please add details.
I prefer in person meetings however with computers today we can be anywhere and communicate remotely.
What changes have you made to keep your customers safe from Covid-19?
Our office is Covid compliant. We want every client to be safe.
Wealth Management
Save, Spend, Success.
Managing your Wealth accumulation, distribution and estate planning.
RRSP, RIFF, TFSA and non registered accounts.