Personalized Investment Planning Inc.
1644 Highland Rd W, Unit 5,
Business details
Description
Mike has been in the financial services business since 1974. He is a graduate of McMaster University (background in Economic Geography) and is a graduate of the Life Agency Management Program. His memberships include the Institute of Chartered Life Underwriters and The Financial Planning Standards Council. He served as past President of The Region of Waterloo Canadian Association of Insurance and Financial Advisors. Mike has authored over 60 magazine and newspaper articles on subjects ranging from investment vehicles to financial planning.
Mike is qualified to provide a broad range of financial instruments and advice and brings to the table his extensive experience regarding insurance, investments, financial planning and risk management. Mike established Personalized Investment Planning Inc. in 1983 and Benefits Plus in 1990.
Certifications and associations
Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter
Categories
Language options
- English
Business hours
- Monday
- Tuesday
- Wednesday
- Thursday
- Friday
- Saturday By appointment
- Sunday By appointment