A True Renaissance Man with the HEART of an Entrepreneur!

Music, math and magnificent food and wine may not always first come to mind when you think about financial planning, but here are just a few reasons why they should:

Studies have long examined the link between musical and math abilities and how having a strong skill set in one is often complementary to a strong skill set in the other. Music might be about passion and emotion but by its very nature, is mathematical. Patterns, chords, octaves – these are all understood using math principles including geometry, signal processing, and even calculus! With a degree from esteemed Queens University, Michael knows music.

Math processing skills are important when you think of financial planning but here’s what sets Michael apart from so many others. Honing already strong skill sets in customer service and satisfaction, Michael exemplifies commitment to the financial services industry with multiple designations – studies he undertook to serve you better. They include CFP, CLU, and his CHS

• CFP – Certified Financial Planner
• CLU – Certified Life Underwriter
• CHS – Certified Health Insurance Specialist

Michael also knows a thing or two about customer service, hospitality and getting things just right. Much like his financial acumen comes from his scholastic endeavors, so too does his understanding of entrepreneurs and his careful attention to customer care come from many years in the hospitality industry.

Exceeding customer expectations daily as the owner of two different award-winning restaurants, Michael knows what it means to “take the leap” as a small business entrepreneur and work for yourself, securing your own financial future.

Finally, Michael has a knack for sniffing out the best – whether that’s medal-worthy wine as judge of the All Canadian Wine Championships or judging which financial services provider will best meet your specific needs and expectations.