Michael has more than 25 years of experience in the investment industry, having helped build a family owned and operated investment dealer (IIROC) from scratch in the 1990’s. He has held senior roles at investment dealers, mutual fund dealers and investment fund managers (IFM) including CEO, CFO and CCO.
Michael is a Director and Chief Financial Officer of Designed Wealth Management, a dual registered investment and mutual fund dealer. Michael has more than 25 years of experience in the investment industry, holding senior roles at investment dealers, mutual fund dealers and investment fund managers. He is a Chartered Professional Accountant (CPA), a Certified Financial Planner (CFP) and a Chartered Investment Manager (CIM). He also has a Masters Degree in Finance and a PhD in Management from one of the top ranked business schools in the world.
Michael holds the ICD.D designation granted by the Institute of Corporate Directors and is currently a member of the Board of Directors for the Investment Funds Institute of Canada (IFIC). He is also the founder of the IIAC Small Dealers/Introducing Firms Committee and was a member of the IIROC Ontario District Council (2006–2008).