A Vice President in our Montreal office, Michael provides financial, tax and estate planning to mid-career executives, professionals, and high-net-worth individuals.
He has particular expertise in serving the financial and tax planning needs of expat Canadians living abroad, such as in the United States, Asia, and Europe. Similarly, he works with non-Canadian executives who have come to this country with their families.
Michael joined T.E. Wealth in 1984. Since then, he has moved into increasingly senior positions within our firm, while expanding his client base and industry experience. Many of his current clients have been with him since his first days at T.E. Wealth, testament to the long-term, trust-based relationships that Michael builds.
Michael holds the Financial Planner (F.Pl.), Chartered Administrator (C.Adm.) and Chartered Financial Planner (CFP) designations. He also has a BCom from Concordia University.