Michelle Bain, Cim, Fma Email & Phone Number

Ontario, Canada

Toronto, Ontario, Canada

Toronto, Canada Area

I joined KJ Harrison & Partners to work with the CEO Joel Clark in 2013. We worked closely together in managing his Private Client business. Being part of an exceptional Operations Team gave me terrific experience in the over-all management of an independent High Net Worth Investment Management firm.Working towards the Certified International Wealth Manager designation I completed the Certificate in Advanced Estate Planning & Trust Strategy.

Toronto, Canada Area

At Acker Finley I used the skills learned during my tenure at BMO Nesbitt Burns, including cold calling, networking and direct mailing campaigns to bring on and manage new clients totaling $50million in financial assets. Another large source of new business came from turning media inquiries, mostly with do-it-yourself investors and retirees who just didn’t want to do it anymore, into clients. To do so I developed a successful 10 QUESTION DISCOVERY PROCESS with questions specifically crafted to uncover and understand investor fears, fears that mostly manifested due to past mistakes and the dreaded headline news, and carefully steer the conversation to encompass WEALTH MANAGEMENT and not just investment management. This assisted greatly in uncovering the NEED BEHIND THE NEED and acted to switch the focus away from fears and towards goals for the future.To best serve my clients I earned the Financial Management Advisor (FMA) and Chartered Investment Manager (CIM) designations. The knowledge I acquired allowed me to help my clients prepare for retirement, live life in retirement, prepare for and live through the 3 D’s (death, divorce & disability) and to avoid making the big mistake of selling during the financial crisis.

Exhange Tower Branch - First Canadian Place, Toronto, Ontario

Seeing as how sales was missing from my skill set, in 2001 I joined BMO Nesbitt Burns and participated in the award winning Rookie Sales Program. This program taught me how to generate business through networking, developing relationships with outside professionals (COI’s), niche marketing and external & internal referrals. This was a tough market as 9/11, which happened to be my first day on the job, continued to cause unease.

Toronto, Ontario

Acker Finley is one of the first Canadian Investment Management firms to offer a truly integrated approach to Wealth Management. Not only does the firm provide Investment Management to a select group of High Net Worth clients and their families, it also provides advice and execution on tax, financial and estate planning. This included a full-concierge service model that included everything from filing tax returns to making bill payments on client’s behalf. I joined the firm as a Sales Assistant and within a year became an IIROC licenced Investment Advisor. In my role of managing the relationships for over 100 portfolios of High Net Worth families, I got to work closely and learn from Joe Finley who taught me that putting the clients’ best interests first in everything you do is the only way to achieve excellence in the business. In 2000 Acker Finley was ahead of the curve by converting all clients from transactional commission portfolios to fee based managed accounts comprised of in-house proprietary products and services, including the all important planning. During my time at Acker Finley I learned invaluable relationship building skills and the importance of integrated wealth management. I also lived through the 2000 Tech Wreck which was an education in and of itself.

Toronto, Ontario

Chartered Investment Manager (Cim), Investments And Securities

Fellow Of Csi (Fcsi), Investments And Securities

Journalism Diploma, Journalism