Investment Advisor and Portfolio Manager
Toll Free: 1-800-667-2033
Michael Coholan is a longstanding professional within the financial services industry where he began his career in 1994. Michael is a qualified Portfolio Manager, which allows him to offer discretionary investment management to his clients. He provides very specific asset and wealth management services to clients based solely on their goals, objectives and needs. His strong customer-care approach focuses on overseeing the financial affairs of individuals, families and institutional investors. As such, he takes the time and utilizes resources to work with clients on all areas of financial concern.
To ensure deep-rooted relationships, Michael works both with an internal and external team of specialists; these include Financial and Estate Planning, Tax and Insurance Planning, and Business Owner Solutions. Michael has a passion for the business and continues to establish service and investment practices that are industry leading.
When not working, Michael gets immense satisfaction from coaching rowing to High School athletes. He loves the sport and the dedication it requires. He also loves to travel, ski and play golf with family and friends. Currently, Michael is a service member of the Niagara Industrial Association and is Past President and Treasurer of the St. Catharines Advertising & Sales Association.
The importance of a well-managed, disciplined approach to wealth management, solely grounded in each family's individual goals and objectives has never been greater. In a world of very confusing financial offerings, volatility, risk, and high fees, it is Michael’s mission to help families make better decisions with their financial capital.
Michael is there to guide you.