Michael Dorfman

My Background

Our speciality is providing our high net worth clients with a boutique service experience. We provide comprehensive solutions for affluent individuals, families and companies in the areas of portfolio management and financial planning. As members of one of Canada's leading full service investment firms, we are able to meet the needs of the most sophisticated investor. Each of our client's portfolio is uniquely structured and presented in a format that clearly outlines their objectives, goals, expectations and responsibilities. Our long-time clients appreciate our integrity, our ability to deal with their concerns, and the depth of our understanding of the various aspects of financial markets.