Michael has been providing advice and expertise to clients through their financial security advisors for nearly 10 years. His focus has been on high-net-worth and cutting-edge portfolio management strategies.

Michael joined Great-West Life in 2007 as a Private Wealth Counsellor with the Private Wealth & Estate Services, bringing his extensive experience in the financial planning industry to the organization's clients and advisors. In this capacity, he provides assistance to financial security advisors at Freedom 55 Financial in delivering value-added knowledge and service to a select group of clients.

Michael graduated from the University of Ottawa in 1996 with a Bachelor of Commerce (Honours) degree. He has completed the Canadian Securities Course (CSC) and the Professional Financial Planning course (PFP). He also earned his Masters in Business Administration (MBA) from the University of Ottawa, and the Chartered Financial Analyst (CFA) designation.

As a London Life Mortgage Planning Specialist since 1999, my job is to help guide our clients through the mortgage process while they search for the home that's just right. I have over 12 years experience in the mortgage financing industry. I believe that the best financial plan includes your mortgage and I work closely with your Financial Security Advisor. Together we are dedicated to meet your needs with the highest quality of knowledge and care.

Chris joined Great-West Life in 2011 as a Senior Investment Consultant. He has over 20 years in the financial industry including roles with a Trust Company, Bank, Mutual Fund/Insurance Organization and an Independent Financial Planning Firm. He brings this broad-based financial experience to the organization's clients and advisors. In this capacity, he provides assistance to the Lighthouse Wealth Management team by delivering value-added knowledge and service to all of its clients.

About Me

Educational Background:

• Bachelor of Arts Law (1987), Bachelor of Arts Psychology (1988) - Carleton University
• Certified Financial Planner (CFP) achieved in 1999
• Other Financial Industry courses: Canadian Investment Funds Course; the Canadian Securities Course; Conduct and Practices; Professional Financial Planning Course, and the Mutual Fund Branch Manager's Course

My Purpose: Helping you through your financial advisor, achieve your financial security and investment planning goals.

About Me

Educational Background:

• Law Enforcement, Fleming College (1983)
• International Trade (Deans List), Fleming College (1989)
• Completed the IFIC Canadian Investment Funds Course; the Canadian Securities Course; Conduct and Practices; Professional Financial Planning Course and the Branch Managers Course
• Active in Investment Management since 1991 initially starting with a large financial banking institution and joined the GWL Resource Team who provides support to advisors associated with Freedom 55 Financial and other related financial firms in 2007 thus gaining in-depth knowledge of internal and competitive investment products and processes along the way

My Role working with Lighthouse Wealth Management

• Consult with their team of financial security advisors to work with you, the client, to understand your financial needs and goals and develop strategic development financial plans to achieve these goals
• Work with financial security advisors to develop and implement seminar presentations to clients and the general public
• To provide financial analysis for client portfolios to support decision-making, and provide scenarios incorporating possible changes in economic, tax and investment situations.
• Work with existing clientele to assist in decisions concerning investment strategy, portfolio review, tax and retirement planning

About Me

• Graduate of Sir Sandford Fleming College
• With the financial services industry since 2004
• Currently hold my life license and have completed the IFIC Canadian Investment Funds Course as well as the Labour Sponsored Funds and Branch Managers Courses
• Completed the Registered Health Underwriters Course and currently pursuing my CFP Designation
• Member and volunteer with Bay of Quinte Advocis

My Role
Manage sales and promotion of the Great-West's leading Living Benefits product portfolio, which includes

• Disability, Critical Illness and Individual Health Insurance products that are competitively priced and responsive to an ever-changing market
• Provide a well-rounded financial security plan for clients by implementing effective and creative solutions to Living Benefits needs
• To be a consistent, reliable and credible source of technical, product and industry information