RIA: Certified Michelle is passionate about her career as an advisor. She loves helping individuals and families accomplish their short and long term financial goals. She has taken a keen interest in responsible investing and ESG factors to provide an added layer of risk management to portfolios and helping clients to feel good about how they’re investing their money.
Michelle and the team will assist you not only with comprehensive financial advice, but also strategic portfolio management and planning solutions to help meet your personal situation and needs. Providing peace of mind to our clients that their best interests will always be at the forefront of our recommendations.
Working closely with all our partners at CIBC (CIBC Trust, Private Banking, Commercial Banking and Retail) we can ensure all your financial needs are taken care of.
Michelle and her team look forward to hearing from you and helping you to achieve financial wellness and freedom.
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
Minimum Account Size
$500,000+
Investor Type Dealt With
Individual
Institutional
Type of License
IIROC
Provinces Licensed In
- Yukon
- Alberta
- British Columbia
- Manitoba
- New Brunswick
- Newfoundland and Labrador
- Northwest Territories
- Nova Scotia
- Nunavut
- Ontario
- Prince Edward Island
- Saskatchewan