Meet our team

Mike has been working in the financial services industry as a Wealth Advisor since 2001. He achieved his Portfolio Manager accreditation in 2011 and has been helping clients achieve their retirement goals using customized financial solutions ever since. Mike also has a deep passion for retirement planning ideas & concepts to better his clients’ financial lives.

“My specialty lies in my knowledge of investment products and finding the right investment solution for my clients based on their personal circumstances, objectives, and goals.”

Born and raised in Winnipeg, Mike continues to live here with his wife Lina and dog Tristan, and enjoys getting away a few times a year to various destinations around the world.

Riz has been working in the financial services industry since 2008, began supporting investment advisors in 2009, and spent 2 years working in back and middle office.  He completed his Investment Representative training in 2010.

Riz moved to Winnipeg from Toronto in 2009 and decided to call this city his home after meeting his wife here. Outside of work, Riz enjoys travelling, Latin ballroom dancing, scuba diving, training Mixed Martial Arts, and running.

Teeson joined us in January 2024, bringing experience from a number of Winnipeg’s wealth management firms. A proud 2023 graduate of the Asper School of Business, Teeson is enthusiastic about contributing to Mike’s business growth and earned his Investment Representative license in March 2024.

Outside the office, Teeson has launched businesses that cater to Winnipeggers and residents in his hometown of Lockport. His diverse interests include spending time outdoors, playing country songs on the guitar, and performing as a member of the Rusalka Ukrainian Dance Ensemble.