Member Bio
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More than 25 years of experience in the investment industry, having helped build a family owned and operated investment dealer (IIROC) from scratch in 1997. He has held senior roles at investment dealers, mutual fund dealers and investment fund managers (IFM) including CEO, CFO and CCO.
Founder of the IIAC Small Dealers/Introducing Firms Committee and was a member of the IIROC Ontario District Council (2006 - 2008). Recently, he was Vice–Chair of the IIROC Financial & Operations Advisor Section (FOAS).
Chartered Professional Accountant (CPA), a Certified Financial Planner (CFP) and a Chartered Investment Manager (CIM). He also has a Masters Degree in Finance and a PhD in Management from one of the top ranked business schools in the world.
Director and Chief Financial Officer of Designed Wealth Management, a national investment dealer in Canada. Michael has more than 25 years of experience in the investment industry, holding senior roles at investment dealers, mutual fund dealers and investment fund managers.
Currently a member of the Board of Directors for the Investment Funds Institute of Canada (IFIC). He is also the founder of the IIAC Small Dealers/Introducing Firms Committee and was a member of the IIROC Ontario District Council (2006–2008). Recently, he was Vice–Chair of the IIROC Financial & Operations Advisor Section (FOAS) and, also a member of the Board of Directors for the Noozhoo Nokiiyan Limited Partnership, the economic development corporation of the Mississaugua’s of Scugog Island First Nation.
Michael is a Chartered Professional Accountant (CPA), a Certified Financial Planner (CFP) and a Chartered Investment Manager (CIM). He also has a master’s degree in Finance, and a PhD in Management.