Address595 Burrard Street
Vancouver, BC V7K 1L3
My BackgroundAs an Investment Counsellor, Mike is responsible for managing discretionary investment portfolios for over 100 high net-worth families across Canada. Following a disciplined discovery process to understand each client’s unique investment goals, Mike builds diversified & tax-efficient investment portfolios tailored to the individual needs of each his clients. In Vancouver, Mike began his career in finance with one of Canada’s largest wealth management institutions. As a Business Development Supervisor, Mike was challenged with the task of educating the investing public through a wide range of investment seminars; from basic introductory courses to complex options trading seminars. Mike then joined a boutique investment management firm based in Bermuda & the Cayman Islands as an Investment Advisor. In this capacity Mike advised a global base of clients, managing nearly $100 million in financial assets divided amongst equity and fixed income investments within both segregated and proprietary mutual fund portfolios. Mike received a Bachelor’s of Commerce Degree majoring in Finance from the University of British Columbia’s Sauder School of Business, and is a licensed Portfolio Manager with the British Columbia Securities Commission. Mike has also completed both the Options Licensing Course and the Derivatives Fundamentals Course within the Canadian Securities Institute. Mike holds the Chartered Financial Analyst (CFA) designation and is an active member of the CFA Vancouver Society.
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