With more than 15 years experience at firms such as CIBC, Merrill Lynch and Richardson GMP, Michael heads the Products and Services Group that includes Macquarie Insurance Services Limited (MISL).
Michael focuses on helping advisors, clients and institutions design and implement investment strategies. As a Certified Investment Management Analyst (CIMA), Michael has interviewed numerous investment advisors and family offices to build sophisticated investment solutions including fee-based and discretionary management platforms, funds, pooled wraps, and separately managed wrap products.
As a passionate advocate of fiduciary best practices, Michael managed Canada’s first Certification of Fiduciary Excellence (CEFEX) of a portfolio management firm through an independent audit of fiduciary standards. He is an Accredited Investment Fiduciary (AIF), and former board member of the Investment Management Consultants Association (IMCA) Canadian Advisory Board.
Michael is a Fellow of the Canadian Securities Institute (FCSI) with both the CIM (Canadian Investment Manager) and FMA (Financial Management Advisor) designations. He earned an MBA from the University of Toronto’s Rotman School of Business and a degree in History from the University of Western Ontario.
Insurance products and services are offered by life insurance licensed Advisors through Macquarie Insurance Services Ltd., a wholly owned subsidiary of Macquarie Private Wealth Inc.
Commissions, trailing commissions, management fees/expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, their values will change and past performance may not be repeated.