Meet Our Team
Mike entered the financial services industry at an insurance company in 1990 and built a solid practice in Winnipeg. In 1996, Mike joined the Head Office of a large financial planning company where he worked to help their field force take a more holistic approach to financial planning by helping them identify insurance and risk management solutions for their clients.
In 1999, Mike returned to the insurance company to help hire and train new and developing advisors. In 2001, he relocated to Victoria and formed Sterling, Silver Financial Services Inc. There along with a partner, Richard Silver, Mike built a successful practice centered in the Victoria and Lower Vancouver Island areas.
Committed to professional development Mike has completed both the Mutual funds and Branch mangers Courses through the Investment Funds Institute of Canada. A Certificate in Financial Planning from ADVOCIS in 2002 along with numerous industry workshops and conferences help ensure professional and up to date planning advice for the clients Mike serves. Taking the time to understand his clients goals and objectives – listening carefully are the keys to Mikes practices.
Disclaimer: The information contained herein is for BC residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.