BMO Nesbitt Burns
1700 - 201 Portage Avenue
As a Certified Financial Planning (CFP®), Michael works with our clients developing personalized wealth plans and strategies to help our clients clarify and meet their goals. Through an in-depth discovery , analysis and implementation process Michael tries to uncover what is most important to our clients and how we can help them achieve those goals.
Michael began his career in the financial services industry as a Customer Service Representative with BMO Bank of Montreal after completing his B.A with the University of Winnipeg in 2009. In 2011 he transitioned into a new roll with BMO Nesbitt Burns and became an Investment Representative in 2012. In 2013 Michael joined The Sutton-Thiessen-Stiver Wealth Group and became an Associate Investment Advisor in 2014. In 2018, he obtained his CFP ® designation through FP Canada.
When not helping our clients reach their goals, you can find Michael relaxing with his wife Kristen, daughter Bradlee whom they welcomed in 2020 and their two dogs Sophie and Ollie. As soon as the weather starts to warm up they all try to spend as much time as possible enjoying the family cottage near Kenora Ontario or firing up the backyard grill to host a BBQ for family and Friends.