Mike Baker, Cfa, Fea Email & Phone Number

Toronto, On, Ca

Toronto, Canada Area

Independent, with 80% of staff as owners, Leith Wheeler is a highly respected wealth management firm, adhering to a strict, long term value-based discipline. As a discretionary Portfolio Manager, I construct and manage portfolios that satisfy each client’s unique objectives.My responsibilities include:* Establishing lasting relationships with clients built upon trust, knowledge-sharing and the development of successful investment strategies.* Working with multiple generations of families to promote the successful transition of financial legacies between generations.* Implementing a disciplined, value-based investment style, free from any conflicts of interest. * Connecting clients with other exceptional professionals to help advance their succession and estate transition planning.

Toronto, Canada Area

In 2006, I joined I3 Advisors, a privately owned advisory boutique, which was subsequently acquired by BNY Mellon in 2010. During this time, I built extensive experience working with wealthy families and institutions to develop and implement comprehensive investment strategies to meet their investment goals, implemented via a third-party open-architecture platform. At BNY Mellon Wealth Management, Advisory Services, I held various roles and titles including: Vice President, Investment Counsellor, Senior Director, Team Leader and a member of the Board of Directors. I was also a member of BNY Mellon Wealth Management’s Investment Strategy Committee, and a member of the International Investment Committee, the former responsible for overall firm investment strategy while the latter was tasked with regionalizing the firm view for specific geographic market segments including Canada. I was the trusted advisor to a book of business in excess of $1.0 billion in AUM (both institutional and families), representing approximately 50 client relationships.No matter the level of client sophistication, I have been praised by clients and peers alike as being an effective communicator of investment strategy and perspective so that investors fully understand their portfolios. As the trusted advisor to many of the families and institutions with whom I worked, my proven relationship management and communication skills have lead to significant client referral activity. Internally at BNY Mellon, I was recognized firm-wide for business growth, creativity, high net worth expertise, strategic as well as tactical planning capabilities, problem solving and decision-making ability, while always putting clients first. At BNY Mellon, I was considered a “go to” organizational contributor, focused on teamwork, accountability and inclusiveness, with the ability to consider multiple perspectives and lead through change and growth utilizing strong interpersonal and communication skills.