Mike WilliamsBBA, FICB, PFP, EPC

Financial Advisor

With more than 35 years in the financial services industry, Mike brings considerable and diverse experience together to assists clients in meeting their financial objectives. Mike's background in the investment industry, together with senior management experience in the banking industry enables the development of a clear understanding of a client;s present situation. 

 

That understanding, and a genuine interest in helping others meet their goals enhances Mike's ability to develop a comprehensive plan to meet the needs of each individual and their family. Mike's overall focus is primarily in the ares of retirement planning, tax planning, estate planning and investment counseling. 

 

With a strong background in corporate finance, Mike also has an appreciation for the unique opportunities and challenges realized by business owners and professionals.  Mike also holds the Elder Planning Counsellor designation which provides additional insight through education on topics focusing upon the evolving and specialized needs of clients as they age. 

 

In his free time, Mike likes to stay active by hiking, cycling, gardening and travelling. 

 

Insurance products available through CWP Holdings Ltd.