Senior Financial Strategist
Mike has been specializing as a financial advisor in the Durham Region for over 24 years. He makes a point of becoming involved in the local community and building new relationships with potential clients. He believes that Life Insurance, Wealth Management, Wealth Creation and Tax Minimization are fundamental to achieving your financial success. Mike aims to create additional lifestyle dollars to be used both now and in retirement. Minimizing taxes, maximizing lifestyle.
"Simply the best way to find money that is being transferred away from you unknowingly and unintentionally, that can be recovered, with the lion's share being invested in your plan, to enjoy today, so that the journey along the way is a pleasant one."