Whether you’re saving for a secure retirement, funding an Individual Pension Plan, or creating a lasting legacy, you need the best possible financial planning and investment advice. As a Meridian Investment Advisor, I’ll work closely with you to provide comprehensive planning that helps you reach your financial goals.
With a Bachelor of Commerce degree, I’m committed to ongoing education in order to best serve our Members. I am a Certified Financial Planner (CFP®), a Chartered Investment Manager (CIM®), and a Certified Executor Advisor (CEA®), which qualify me to handle complex wealth management issues and counsel high-net worth clients. I am also a Certified Professional Consultant on Aging (CPCA®), which helps me better serve my older clients. As a Fellow of CSI (FCSI®), I am part of an exclusive group of experienced financial services professionals that meet the highest standards for advanced education, ethical conduct, industry experience, and peer endorsement.
Outside of the office, I am an active member of my community. I enjoy golfing and participating in activities at my local church. I look forward to meeting you and helping you achieve your financial goals.
Your Meridian Private Wealth Team
At Meridian, your financial well-being is supported by a dedicated team. In addition to your trusted advisor, Michael and Connie, who work closely together as your Private Wealth advisory team, you also have access to our Private Wealth Support team.
Whether you have questions about your account, need to book an appointment, or require a statement or tax slip, you can reach out to either Michael or Connie — they collaborate to ensure you receive seamless, personalized service.
Contact us
- Monday to Friday, 8:30 a.m. to 5:00 p.m.
- (905) 988-4055
- Toll-Free: 1 (833) 701-0707
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Home branches for Michael
Languages spoken
English