Who We Are

As a Chartered Investment Manager, Michael has earned the highest standard of fiduciary responsibility for his clients. Michael’s education and industry experience have helped him earn that designation.

Michael’s clients often refer to him as their family’s CFO. This title was earned through deploying various investment, tax, and estate planning strategies.

Michael lives in Port Credit with his wife and two children. He enjoys reading up on world history, playing golf and supporting his children’s activities.

A Ryerson University graduate and established professional, Demi brings over 10 years of client-facing experience to the team. Her time spent in telecommunications has proved to be instrumental to her success as a Licensed Investment Representative. Organized, results-oriented, and driven, she thrives on providing an exceptional customer experience to everyone she interacts with. As a testament to her drive, Demi is continuing her studies by pursuing her Financial Planning designation.

In her spare time, Demi enjoys reading, baking, and going on walks with her husband, her two daughters and sassy rescue pup.