Meet our Team
Michael Dyer - Branch Manager
- 20 years as a Financial Planning Consultant
- 10 years with Merrill Lynch and Prudential Assurance
- Certified Financial Planner (CFP)
- Canadian Securities Course (CSC)
- U.S. and Canadian Income Tax Consulting
Member of:
Financial Planners Standards Council
Society of Management Accountants of Ontario
My clients have continued access to my network of professional advisors such as tax accountants and estate lawyers. The result is a personal, ongoing and evolving Financial Plan throughout the years. This team approach between my clients and myself contributes toward building their net worth, which is the bottom line to their financial success.
Your Personal Financial Website
Disclaimer: The information contained herein is for AB, QC, ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.