BA, CFP, RFP, CIM, FCSI is
Financial Planning Advisor at
Assante Capital Management Ltd.
For more than 30 years, Michael has been helping individuals and families achieve their financial and lifestyle goals. Working with a network of highly skilled professionals, he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients’ lives.
He is recognized as an expert in investment, retirement, and estate planning. He is frequently sought out by the media for his expert opinion. He is also active as an advisor to Canadians travelling abroad including expatriates.
Michael is committed to ongoing professional training. He holds the following designations: Certified Financial Planner (CFP), Registered Financial Planner (RFP), Canadian Investment Manager (CIM), and is a Fellow of the Canadian Securities Institute (FCSI). He earned his B.A. from McGill University in 1976.
Michael is a volunteer and committee member for various professional and charitable organizations. He is a committee member with both the Nova Scotia Nature Trust and The Halifax Shambhala Centre. He is a past financial columnist for the Chronicle Herald and for the Southender Magazine. He holds a black belt in Aikido, and is a long-term meditation student and instructor.
Read his article Transcendent Man: Thoughts on the New Documentary About Kurzweil. Read his LinkedIn profile. Visit his site RetirementSingularity.com. Follow his Twitter feed.