Toll Free: (800) 461-5416
Fax: (705) 728-8733
With over 15 years of experience in the financial markets, Mike brings a wealth of knowledge and experience to his investment management practice. Mike joined CIBC Wood Gundy in Barrie with a mandate to provide his clients with great service while building solid, income generating portfolios.
Mike graduated from the University of Toronto with a degree in Economics. He joined CIBC Wood Gundy's bond trading department in Toronto where he learned the intricacies of Canadian fixed income markets.
Income generating investments are his primary specialty. Sophisticated portfolios are built using dividend paying common shares (primarily banks and utilities), preferred shares and income trusts, along with interest bearing bonds, guaranteed investment certificates (GICs), and a newer addition, principal protected notes.
My Unique Value Proposition
I am an Investment Advisor focused on managing solid income generating portfolios for investors who are planning for retirement, or managing their assets while retired.
I have many "lifetime clients" and am always looking for "lifetime clients".
I am dedicated to providing one-to-one service and advice. You deal directly with me.
Investing your money to meet your long-term goals requires trustworthy and sound advice. I joined this business to provide that advice.