Michael Thomas, Cfp, Chs, Ficb, Epc Email & Phone Number

I’m committed to helping you achieve and surpass your financial goals by working with you to plan for your life now and in the future. I have over 40 years experience in the financial industry, a Certified Financial Planner (CFP), Certified Health Insurance Specialist (CHS), Fellow of Institute of Canadian Bankers (FICB) and an Elder Planning Counsellor (EPC).I began my career as an electrical engineer and then moved into banking, where I worked my way up to executive management. I changed my career path to financial planning because I enjoy working directly with people to plan how they’ll meet their financial goals. In my spare time, I enjoy cooking gourmet meals, camping or doing carpentry.I’ll work with you to plan based on what is happening in your life now and where you want to be in the future whether it’s for you as an individual, for your family or your business. For example, I can help you start investing today with a tax-free savings account (TFSA) and for the future with a registered retirement savings plan (RRSP) by building a custom portfolio for you. Or we can discuss a market competitive home mortgage or a flexible home line of credit.Building a relationship with you is important to me. That’s why we’ll meet in person to complete your plan. After that, we’ll meet as often as you like whether that’s once a year or more often. Anytime you have questions, I’m a phone call, video chat or email away.Need other financial help? My practice also has expert partners specializing in:- Tax and Estate planning- Insurance (life, critical illness, disability and emergency medical travel)- Investment wealth management- Investment portfolio management and accommodation- Home lines of credits and mortgage planning- Business owner and workplace benefits / pension plans

• Certified Financial Planner

  Michael Thomas Financial Group Inc.

  Jan 2002 - Present - Saul Ste. Marie, Ontario