CFA, CFP®, CLU
Senior Vice-President, Insurance & Wellington-Altus Group Solutions (WAGS)
Michael leads Wellington-Altus Group Solutions and individual insurance. With over 20 years of experience in benefits consulting and private wealth management practice, Michael offers a holistic perspective to supporting advisors. He delivers innovative solutions that optimize group retirement and benefits plans while enhancing both employee experience and employer outcomes.
Graduating from York University in 2002 with an Honours degree in Economics, Michael holds several professional designations including CFA (Chartered Financial Analyst), CFP® (CERTIFIED FINANCIAL PLANNER®), and CLU (Chartered Life Underwriter).