For over 13 years now, Mike has had the opportunity to assist clients in successfully managing their personal and professional finances. He is the proud recipient of the Certified Financial Planner (CFP®) designation. In Canada, CFP® professionals are the largest identifiable body of financial planners in the country. He also holds the Chartered Life Underwriter (CLU®) designation. The CLU® designation is Canada’s premier wealth transfer and estate planning designation. Mike has been working with Investia Financial Services Inc. for two years now, where he is known for the quality of both his work and his advisory services. Away from work, Mike volunteers with the Cadet Program as an instructor, leader and mentor. He holds the rank of Captain within the Cadet Instructor Cadre, a reserve unit of the Canadian Forces. Mike has been with the program for over 20 years.Contact me
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.
Are you about to move in with your significant other?
Will your family soon have a new addition?
Do you believe in your project and know that your products or services meet the needs of the market?
Do you want to leave apartment life behind and buy a home?
Do you want to travel? Are you planning your wedding or your retirement?
It is never too early to start planning for retirement.