Toll Free: (800) 694-0212
Fax: (250) 492-6022
Michael has over 35 years of experience in the financial services industry, having started with CIBC in Vancouver in 1980. Michael moved to Penticton in 1996 and joined CIBC Wood Gundy in May of 1999. Michael has completed various industry-related courses to help service his clients, and he holds the Financial Planner (PFP) designation.
I specialize in dealing with select clients that are retired or preparing for retirement. I provide them with wealth management strategies and solutions to help them achieve their financial goals. I believe it is important to understand my clients’ values, dreams and goals and to provide them with the financial stewardship to help realize them.
The financial solutions I provide are personally tailored to you and always firmly grounded in prudent financial advice. My approach to investment management is to ensure your portfolio is well diversified and has exposure to a broad range of asset classes, delivering solid investment returns while minimizing volatility.
I work closely with colleagues from across the CIBC group of companies to provide answers to our clients’ immediate questions but also provide recommendations on how to best position their financial resources for the future.
Michael's focus includes those families with a net worth of $250,000 or more and a minimum of $100,000 in investable assets.