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Associate Portfolio Manager
PWM Private Wealth Counsel, iA Private Wealth
Insurance Advisor*, PWM Financial Services Inc.
Mike specializes in tax-advantaged personal financial planning which includes corporate and personal tax preparation and planning services as well as business advisory services. Mike’s passion and experience in personal financial planning include valuation and business advisory services, financial statement preparation, corporate and personal tax preparation and planning. Mike is a member of the PWM Investment Advisory Committee.
Mike is a Chartered Professional Accountant. He completed his designation in 2009 after articling with Deloitte and joined (formerly) Prairie Wealth Management in 2010. Mike completed his Master of Professional Accounting degree at the University of Saskatchewan and his Bachelor of Commerce at the University of Manitoba.
Mike volunteers within Saskatoon as a member of Kinsmen Club of Saskatoon and was their president in 2016. He also stays active through basketball, soccer, and ball hockey teams throughout the year. Mike & his wife Marlaina always devote time every year to their passion for traveling.
*Insurance products and services are offered through PWM Financial Services Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
PWM Private Wealth Counsel, a financial planner & financial advisor based in Saskatoon, Saskatchewan, provides a true holistic approach of discretionary, fee-based wealth management, financial planning, insurance, and tax & accounting services. Saskatoon, Prince Albert, Regina, and Swift Current, Saskatchewan, Canada.
iA Private Wealth Inc. Is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.
This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.
Insurance products and services are offered through PWM Financial Services Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
Alternative Investments are not suitable for all types of investors. please obtain independent professional advice, in the context of your particular circumstances.
