Michael joined Raymond James in 2023 with 10 years of experience in the Financial Services industry. Previously working with a large Canadian bank, he served as an Investment Advisor within the Private Wealth Management division assisting affluent individuals, corporations, and charities. He has extensive knowledge within the Equities, Fixed Income, Alternatives, and Derivatives markets, along with considerable security trading experience. Michael’s focus is to build custom financial & estate plans as a means of tailoring investment portfolios to each individual client’s personal needs and circumstances.
Michael’s clients have found his high-touch approach and desire to help to be overwhelmingly valuable under all market conditions. With the objective of increasing the predictability of returns, Michael’s approach aims to ensure that his clients are always on track to achieve their financial aspirations. He strongly believes that each individual and family is unique and deserves a custom approach to their investment management, while being there for his clients during the many surprises that life brings.
“Ongoing communication and transparency with our clients is the foundation of our ‘white glove’ approach. Understanding what you own and why you own it is important. This is why each portfolio that we manage is fully transparent with no hidden fees. Our goal is for you to achieve your goals, while investing in a manner that provides you with peace and comfort.”
Michael is a Chartered Financial Analyst (CFA), an internationally recognized designation. He is also a Chartered Investment Manager (CIM) and is a Fellow of the Canadian Securities Institute (FCSI), both novel designations in the Canadian financial industry. Michael also holds various specialized licences and certifications, including the ability to advise on Options & Derivatives.
Michael’s self-imposed discipline in everything he does is demonstrated by his completion of several marathons and a gruelling Ironman triathlon. His love of running and passion for helping others inspired him to assist in guiding visually impaired athletes in both the New York and Ottawa marathons. He continues to stay active with his wife, Maria Su, through hiking, fitness and playing racquet sports. An ongoing goal for Michael is to improve his Spanish to one day be fluent.
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.
No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst® designation. A charterholder not only has the technical knowledge to make investment decisions but also adopts and is held to the highest ethical standards. A comprehensive, global view and up-to-date practical skills give these investment professionals the tools and deep understanding necessary to effectively analyze the risks and rewards of a variety of investment types, enabling them to address a client’s specific investment needs.