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.