Michael Sanson Email & Phone Number

Portfolio Manager and Senior Financial AdvisorAreas of Focus: Asset management, Tax Structuring and Integration of Personal and Business AssetsAs a discretionary portfolio manager, I am committed to helping professionals, business owners and families manage their finances and build their wealth. Each client file is discovered using a holistic approach to wealth management (tax, retirement, investing, estate, and insurance), regular client reviews and a commitment to education enables our relationship to grow and evolve over time.Being a former business owner, I bring to wealth management a unique experience and understanding of the challenges my clients may face with the growth, transition, or sale of their own business. To better service this niche clientele I have certifications in both Small Business Advisory, as well as, Advanced Investment Strategies.One truth I have learned is that all people; business owners, professionals or retirees have a common problem - Taxes. Structure and foresight are required to address tax issues before they become a problem. Unfortunately, too many Canadians do not feel in control of their finances and are left feeling helpless and reactive in their planning process. By understanding all the available options, clients can feel confident taking an active role in decision making and bettering their financial well being I have a specialized team of experts to assist in every step from strategy formulation to implementation. I follow a centralized approach to planning that can ensure clients can have all their needs met with one point of contact.My team has pride in the client centered, strategy based advisory service that addresses many more areas of focus than traditional broker services.

Listed skills include Wealth Management, Investments, Financial Advisory, Retirement, and 35 others.

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  Wilfrid Laurier University

  Specialized Finance