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Michael Powell

Michael Powell

CIM

Senior Financial Planner

Investment Advisor

Meridian Credit Union

Aviso Wealth

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As a Senior Financial Planner with Meridian, I’m passionate about helping people achieve their financial goals.

Each person is unique, of course. That’s why I think it’s so important to take the time to get to know you and your individual situation. Then – and only then – can we put together a customized plan, using investment solutions tailored to meet your needs and goals. I’m committed to being there to help you every step of the way and to working together to adapt your plan as your goals and circumstances change in the future.

I still remember the thrill I got from exhaustively researching, then purchasing, my first investment. It’s how I began turning my passion for learning about investments into a lifelong pursuit. I hold the Chartered Investment Manager (CIM) designation and I’m committed to continuing my education, regularly attending industry seminars, conferences, and workshops – so I’m always up to date on industry changes and trends.

My wife, Nicole, and I have lived in Toronto our entire lives. In our spare time, we enjoy running along the lakeshore, as well as playing golf and softball. We’re big fans of the Blue Jays, Leafs, and Raptors, and we’re also active with a number of charitable organizations, including Habitat for Humanity and Action Against Hunger.

As your Advisor and your neighbour, I look forward to getting to know you and helping to make a difference.

CIRO Advisor Report

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

Contact Michael

Telephone

437-994-8528


Languages spoken

English