Michael is a Financial Planner at Rosen Group Private Wealth Management of Raymond James Ltd. He is devoted to creating and developing comprehensive financial plans for individuals, families and their businesses.
Michael’s meticulous analytical skills drive his passion to help people understand their current financial situation, guide them to a path of long term peace of mind, financial security and tax saving strategies and, ultimately, realize their dreams and goals. His analysis and recommendations revolve around the 6 pillars of Financial Planning: Personal and Family Situation, Financial Situation, Tax, Protection, Retirement Planning and Estate Planning.
Michael has an extensive background in the financial and securities industry. He worked for 16 years at one of Canada’s major financial institutions and the last two years for two major Financial Planning firms. Michael is licensed as a Financial Planner, Investment Representative, and Financial Security Advisor.
When he is not working on your personal financial plan, Michael enjoys spending time with his wife and two teenage boys.