MIKE’S STYLE + APPROACH
Mike’s career in finance is broad, and it’s this experience that enables him to strategically serve his clients. Mike pursued a career as an advisor after building his foundation of knowledge in the finance department for a major oil and gas company in Alberta. He used that experience to leverage his education and industry expertise to start his own company, providing financial advice and brokerage services to high-net-worth clients.
At ZLC Financial, Mike brings his wealth of knowledge to collaborate with our associates to leverage their specialties as well as his own. It’s this mindset that allows him to provide the most comprehensive advice and service.
Mike’s own specialty is in IFA structures working with affluent individuals and business owners. He feels strongly about using a personalized approach with each of his clients – working closely with them to implement their goals into specific and effective plans for both their immediate and long-term goals. He philosophically believes that he can assist his clients throughout the course of their lives, to ensure their financial structures are always in line with their evolving needs.
WHAT YOU MIGHT NOT KNOW ABOUT MIKE?
Mike graduated from the University of Lethbridge with a degree in accounting and finance, later obtaining his Certified Cash Flow Specialist and Professional Financial Advisor designations. He has had his insurance and MFDA license in BC and Alberta since 2015.
“Beyond the high level of expertise present among ZLC’s staff, Mike was drawn the team’s enthusiasm for collaboration and sharing knowledge with one another. The continual support that each advisor is given and white-glove service that the firm delivers to their clients are what compelled him to join the ZLC family.”