Since 2007, Michael has specialized in meeting the unique financial needs of business owners and high-income professionals. His expertise lies in simplifying complex financial strategies such as succession planning, intergenerational wealth transfers, trusts, and tax-minimization techniques, making them accessible and actionable for his clients. Michael collaborates closely with specialists in tax, law, investments, group benefits, precious metals, and global capital transactions, delivering a comprehensive, private family office experience. His practice is dedicated to enhancing clients’ financial literacy and empowering them toward financial sovereignty, emphasizing critical thinking in wealth management.

With nearly three decades in the finance industry, Michael Sidhu is a distinguished Certified Financial Planner® (CFP®), Chartered Life Underwriter® (CLU®), Financial Management Advisor (FMA), Registered Critical Illness Specialist (RCIS), and Authorized Infinite Banking Practitioner. Drawing from his extensive background in residential and commercial lending and credit adjudication, Michael educates clients on wealth creation through strategic leveraging. He is also a published author in property rights and political theory, a sought-after guest on podcasts, and a contributor to financial blogs. Michael regularly presents on tax and financial planning topics to audiences including accountants, lawyers, and fellow financial professionals.

Based in British Columbia, Michael serves a diverse clientele spanning BC, Alberta, and Ontario, cherishing his role in helping clients achieve their financial goals.