MICHAEL’S STYLE + APPROACH
Having been at ZLC since 1998, Michael has provided multi-generational wealth planning to hundreds of professionals and business families, each with their own unique needs. Michael works closely with his clients so they can rest assured that their families and businesses will be financially sound because of the work they have done together.
Michael is highly qualified to deal with matters ranging from basic life insurance planning, wealth management, and employee benefits planning, to the most complex business and estate planning needs.
Michael’s professional designations include the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Certified Health Insurance Specialist (CHS) designations.
His professional memberships and affiliations include The Financial Advisors Association of Canada (Advocis), Financial Planners Standards Council (FPSC), and Conference for Advanced Life Underwriting (CALU).
WHAT YOU MIGHT NOT KNOW ABOUT MICHAEL?
When winter hits the west coast, Mike spends his time on the ski slopes in Whistler with his family and friends, and in hockey rinks around Lower Mainland with his 3 boys. Once the snow melts, you’ll find Mike hanging out at his family cabin on the Sunshine Coast, chopping wood or taking his boys tubing and wakeboarding.
“The best part of my role is that I am able to help people that I care about. It’s fulfilling for me to know that the work I do makes a huge difference to the individuals, families, and businesses I work with, both now and well into the future. I am grateful to work with fantastic clients and a great team here at ZLC.”