Meet our team

Michael leverages his expertise in finance and law to financially empower families, business-owners and charitable foundations through a variety of investment, estate and wealth management strategies. 

By helping people and institutions understand how environmental, social and governance (ESG) factors affect shareholder and stakeholder value, Michael has been recognized with multiple national awards for his practice’s dedication to Responsible Investing.

With Michael, your wealth is in good hands.

Immediately responding to client inquiries, emails and requests including picking up the phone or turning on the webcam. 204-925-2265.

Portfolio Management – develop, refine, and implement overall investment strategy. Security selection, portfolio construction and rebalancing.

Responsible Investing – Environmental, Social and Governance (ESG) selection, latest trends in ESG landscape and impact investing, and Shareholder advocacy/engagement.

Client Communication and Relationship Management – client communication, meetings, holistic wealth planning. Liaising with clients' lawyers and accountants for ongoing estate and tax planning purposes.

Problem Solving –  creative solutions to problems you didn’t know you had, and effective action to solve problems that you are dealing with now.

Michael is the principle contact for question about your portfolio, everything ESG, and questions about anything money/wealth related.

With almost twenty years experience in the investment industry, Kathy has worked in a number of departments before settling in as a Wealth Associate in 2010. Since 2010 she has continued to expand her knowledge by completing the Canadian Securities and Wealth Management Essentials courses. She genuinely enjoys helping clients achieve their financial goals and building meaningful relationships with them. 

In her personal life she enjoys camping, baking, crafting and spending time with her husband Brian and their daughter Charlotte. She is an avid animal lover and shares her home with her much-loved cat Nala.

Administration and Operations – in charge of all day-to-day operations and account administration; documentation, account transfers, cash management (EFTs, wires, etc.), foreign exchange, etc.

Trading - able to accept orders for securities, and can take your orders directly.

Back-office Liaison – consult and coordinate with operating departments to ensure efficient administrative and business processes for clients.

Kathy is the principal point of contact for: money transfers, documentation requests; research requests, and account opening.