Mike works with young families and individuals as they go through different walks of life.
Mike has a passion for meeting new people and developing meaningful relationships. Mike demonstrates the natural ability to connect with people of all ages and backgrounds. Throughout his University undergrad at Trinity Western University, Mike was Captain of the Men’s Basketball Team as well as actively involved in the community. Mike understands the importance of setting goals which ultimately led him to the financial advising industry. His commitment and work ethic will ensure that his client’s needs align with their financial goals and strategies.
Mike completed his undergrad in 2009 through Trinity Western University with a Bachelor of Arts, Majoring in Business Administration (BA). From there, he went on to complete extensive leadership training through Briercrest College Leadership Mentoring Program. In 2013, he completed his Canadian Investment Funds License (IFIC) as well as his Life, Accident and Sickness Insurance License (LLQP). Mike will continue to pursue ongoing education in the financial services industry as he works alongside his clients.
Mike understands his client’s needs, and works hard to ensure they are well looked after in all areas of life. Coming from a sports background, he values team and the importance of having a support network available when called upon. Mike meets with his client’s to address the current situation, develop a strategic plan that focuses on the present and the future, and sets goals to track progress along the way. Mike takes pride in keeping his client’s accountable in realizing their financial goals.
Personal Planning: Investing, Insurance (life and living benefits), Retirement Planning, Tax Planning, are all areas that Mike finds value for his clients. Mike enjoys developing long term relationship with his clients as they go through all of life’s challenges and successes.
Mike enjoys spending time with his wife (Amy) as well as his family. Mike is an avid sports fan and enjoys watching sports, and playing sports on weekends. He and his wife love to go camping, hiking, and simply enjoy being outdoors. Mike also coaches basketball in his spare time.