Michael embarked on his career in financial planning and investment advice in 1986 as a Financial Advisor and Portfolio Manager in Canada. He joined Mandeville Private Client USA Inc. in February 2020 as an investment advisor representative.
Michael is a Fellow of the Canadian Securities Institute (“CSI”), having obtained this distinction in 2004. This distinction is the highest honour and most senior credential in Canadian financial services. It is reserved solely for an elite group of experienced financial services professionals that meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement.
Michael also holds the CPCA (Certified Professional Consultant on Aging) designation and participates annually in continuing education provided by the Canadian Academy of Senior Advisors to ensure he maintains the highest professional capabilities to serve clients aged 50+ and senior clients.
He has also obtained his Certified International Wealth Manager designation (2008) and his Chartered Investment Manager designation (2012) from the CSI. As a Chartered Investment Manager (CIM), Michael is able to conduct discretionary portfolio management services for his clients. As a holder of the CIM, there is an established credibility with industry regulators and peers through dedication to a higher professional standard.
Michael has been honoured with numerous awards, including the Dalbar Financial Professional Gold Seal from Boston-based Dalbar Inc. for financial professionals who have exceeded national benchmarks in trust, quality of advice and financial results, based on an independent survey of their own clients.