Meet our team

For the past 21 years, I have been working in the financial services industry as a Wealth Advisor. I achieved my Portfolio Manager accreditation in 2011 and have been helping my clients achieve their retirement goals using customized financial solutions ever since.

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. I also have a deep passion for retirement planning ideas and concepts to better my clients' financial lives.

My clients have told me I make their lives easier when it comes to dealing with navigating retirement solutions. Building my clients wealth has also been a focus of mine my entire career.

I was born and raised in Winnipeg and continue to live here with my wife Lina and our dog Tristan. We enjoy getting away a few times a year to our home in Scottsdale, AZ.

A former business owner with over 21 years in the financial services industry.  Marcel believes in offering a tailored individual approach that stresses full-service and strong results.  Marcel is responsible for comprehensive portfolio management, professional advice and investment decisions.  Marcel's credentials include a University Degree in Economics and Canadian Securities course. Please contact Marcel for comprehensive portfolio reviews and evaluations.

Riz has been working in the financial services for 12 years, with 10 years experience in supporting investment advisors and 2 years working in back office/ middle office liaison. He completed is Investment Representative training in 2010. Riz moved to Winnipeg from Toronto in 2002 and decided to call Winnipeg 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 over the past six years. A proud 2023 graduate of the Asper School of Business, Teeson is enthusiastic about contributing to Mike's business growth and has recently completed the Canadian Securities Course.

Outside the office, Teeson has successfully launched businesses catering to Winnipeggers and 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.