President and Chief Executive Officer

Mike joined TriCert Financial Group in 2022 and is a driven and creative leader with a passion for bringing out the best in ideas, people and businesses. 

As President of TriCert Financial Group, Mike is responsible for meeting with independent CPA firms across Canada to discuss their interest in providing wealth management services to their clients and joining the collective.

Mike is also responsible for leading the exceptional TriCert Investment Counsel team, working with its accounting firm partners to further solidify its integration to deliver results for clients.

Mike has over 25 years of business and investment experience, from founding startups to senior executive positions in multibillion-dollar companies. Mike was recently responsible for overseeing $45 billion in assets on behalf of Canadian physicians and their families while at a large financial services company.

Skills

Posted on

August 2, 2023