Financial Planning Associate. Nelson Financial Planning Corp.
Experience in banking, lending and small business advisory services.
Certificate in Financial Services Advice – Canadian Securities Institute
Michael has over 10 years of experience in the financial services industry with large Canadian financial banking institutions. During that time, he has worked as a top performing Financial Services Manager and Business Advisory Analyst. Michael plays a key role on our team having obtained a wide range of personal and corporate banking, lending and financial problem-solving experience. He brings a strong passion and dedication to helping our clients accomplish their goals.
Michael is part of the Financial Planning Team and is responsible for the detailed financial analysis for our fee for service financial planning and retirement planning programs, detailed involvement in the year over year process for our premier financial planning service (Financial Desktop) and will help to coordinate work with other advisors such as the preparation of tax returns, Wills and Powers of Attorney. Michael also contributes research and commentary on various financial planning topics for our Client Education programs and client communications.