Our team’s depth of experience and sharp analytical skills enable us to offer an unlimited range of customized wealth management strategies. Our process begins with a thorough understanding and assessment of your financial objectives, for today and the future.
Senior Wealth Advisor & Portfolio Manager
Michael is the centre of multiple communities. His ability to connect solutions and safety nets to life’s challenges is second to none. He supports clients by crafting solid financial goals and easy-to-follow action plans.
A significant portion of his time is spent on retirement planning, but he also brings experience in risk management, providing life insurance, disability, critical illness or long-term care insurance.
Michael has a number of credentials to his name, including: Certified Investment Manager (CIM®), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), CERTIFIED FINANCIAL PLANNER professional, Member of Advocis, Member of CALU – Conference for Advanced Life Underwriters, and Member of the Financial Planning Standards Council (FPSC).
Michael lives in Port Moody, where he’s known for his charisma and great sense of humour.
Investment Associate
Irina is a licensed assistant, an Insurance Administrative Assistant, and your point of contact for administrative insurance related questions in the office.
Irina is also in charge of planning client events, website updates and calendar management. Irina has been working in the finance industry since 2015 and has experience in both insurance and investments. Her current focus is on life, health and group benefits insurance administration.
Investment Associate
Fernanda is a licensed assistant with over two years of experience supporting advisors and clients with investment account services. She prepares documentation for client meetings, including financial reports, forms, and ensures the smooth execution of day-to-day portfolio transactions.
Fernanda has a strong background in client service and administrative support gained both in Canada and internationally.
