Michael Ortman has been working in the financial services industry since 2004 exclusively focusing on meeting the financial needs of high net worth individuals and institutions. Prior to joining RBC Dominion Securities Inc., Michael was a Senior Financial Consultant providing investment and wealth solutions while delivering comprehensive financial planning and advice to physicians and their families.Michael forges close relationships with his clients, builds in-depth knowledge of their aspirations and priorities, and works hard to ensure complex investment information is delivered in a clear and concise way. Utilizing some of the most advanced financial planning software available, Michael is able to deliver a full range of advice and services tailored to his clients’ unique portfolio and financial planning needs. Diligent attention is paid to client life events and continual analysis of economic trends to determine appropriate asset allocation to deliver an exceptional wealth management experience to high net worth individuals. Michael holds the Certified Financial Planner designation (CFP) along with the Chartered Investment Manager (CIM) and the Financial Management Advisor (FMA) designations.

As a Senior Financial Consultant for MD Financial Management Inc., Michael assisted CMA members and their families in achieving their personal financial goals. Leveraging his years of experience and strong client focus to prepare comprehensive financial plans and specific investment strategies for clients.

-Present tailored financial plans for solving clients many and varied financial needs-Assist clients in gaining better understanding of their finances and help them prepare for and adjust to lifechanges-Educate clients and formulate appropriate asset allocation strategies-Construct customized investment portfolios specific to each clients needs after thoroughly analyzing investment goals, time horizons, personal commitments and risk tolerance-Utilizing a team approach refer qualified clients to Insurance Specialist, Will & Estate Consultant or HighNet Worth Services team depending on client needs