CFA, CLU, CFP, TEPEstate Planning Specialist
“The best possible plan should address risk and legacy planning while involving a specialist in the process. Someone who asks the right questions, actively listens to your answers and approaches planning differently,” says Mike.
With 30+ years in the financial services industry, Mike excels at identifying opportunities and creating certainty for your wealth goals pertaining to estate preservation, equalization and maximization. When working with executives and corporations, he simplifies the complexity of solutions-based planning.
Prior to joining RBC in 2024, Mike spent 16 years as an Insurance & Estate Specialist plus 12 leading a team of specialists. He also obtained the Chartered Financial Analyst, Certified Financial Planner, Chartered Life Underwriter and Trust & Estate Practitioner designations. When not working Mike plays hockey and shares his passion for skiing with his wife Denise and their 3 children. During the summer catch them kayaking and paddleboarding in Georgian Bay.