Mike’s academic background includes a Bachelor of Commerce degree from the Edwards School of Business at the University of Saskatchewan. He has worked as a fully licensed financial advisor in the credit union system and in the private banking arm of a Canadian chartered bank. His experience includes credit management, investments, and financial planning.Mike has attained the professional designations of Certified Financial Planner™ (CFP®) and Chartered Investment Manager (CIM®) in addition to holding his insurance license. More recently he instructed a financial management course in the Business Diploma/Accountancy program at Saskatchewan Polytechnic.
Mike was born and raised in Swift Current, Saskatchewan. He, his wife Natalie, and their two daughters- Adelyn and Harriette, now call Saskatoon home. They enjoy an active lifestyle outdoors spending time at the lake with family.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.