Michael Finkbeiner has been an investment advisor since 1996 after also owning his own accounting firm. Michael has a strong relationship with his clients as he believes in financial literacy, loves to work with numbers and believes in the importance of family.
Michael’s wealth management designations include: Certified General Accountant (CGA), Certified Public Accountant (CPA), and Registered Retirement Consultant (RRC). A published author, his book Life, by the Pie, aims to educate Canadians on how to use money to craft a life suited to their taste with a fresh view on financial planning.
When he is not at the office, Michael enjoys spending time with his wonderful wife and is a proud “baba” to his grandson. He is also a sports fanatic; you can find him attending Toronto Maple Leafs’ games and track and field events around the globe. He holds several masters javelin records in different age categories and competes to this day!
Wellington-Altus Gestion Privée est membre du Fonds canadien de protection des épargnants et de l’Organisme canadien de réglementation du commerce des valeurs mobilières.