Michael works closely with our Private Clients designing, monitoring and adjusting our client portfolios. He has regular discussions with money managers, analysts and management of public companies to identify future investment opportunities for our clients. When appropriate, Michael devises conservative options strategies to help our clients manage risk and enhance portfolio income.
Michael holds a Bachelor of Applied Science in Mechanical Engineering (Industrial Aerodynamics and Aviation); is a CFA (Chartered Financial Analyst) charterholder; holds the Canadian Investment Manager and Derivatives Market Specialist designations; and has completed BCIT's Exploration and Mining for Investment Advisors course. Michael is also fully fluent in both French and English.
Michael enjoys reading, studying languages, working out, hiking and cycling.
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